Jonathan Yeakey
Jonathan Yeakey is a registered investment advisor at Integrity Advisory Solutions, based in Dallas, TX, with 1 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
1445 Ross Ave Fl 55, Dallas, TX, 75202
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Regulatory History (1)
Financial
November 2022Other Business ActivitiesSells Insurance
Jonathan is the VP of TNG Life, LLC and Elevate Life Agency, both DBAs, but spends no time on these activities. He also engages in fixed insurance sales through Superior Performers, dedicating full-time hours to this endeavor.
Employment History
Current Registrations
Integrity Advisory Solutions
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.