Jonathan David Harrison

CFP

Sound Stewardship, LLC

10 Years of Experience

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingSpecial Needs PlanningInvestment Management

Sound Stewardship, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

190 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$243.6M

Fee Structure

Contact

Jonathan David Harrison

Location

9101 W. 110th St., Suite 150, Overland Park, KS, 66210

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Sound Stewardship, LLC

February 2015 - Present · 11 yrs

State Registrations3 states

KSMOTX

Advisor

Exams

No exam information available for this advisor.

Additional Information

At Sound Stewardship we help you find confidence and contentment through faithful financial decision-making. We want to help you grow not just in wealth, but in wise stewardship, guided by your values.