Jason Vance is a registered investment advisor at Joyful Steward Services, based in Knoxville, TN. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.30% |
| $5.0M - $10.0M | 0.20% |
| $10.0M - $25.0M | 0.10% |
| $25M+ | 0.05% |
Fees may be negotiable at JSS's discretion.
Fee Estimator
Location
Knoxville, TN
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Jason is a Director of Engineering for Malibu Boats Inc., a publicly traded company, since September 2013. He works there full-time, leading engineering efforts surrounding capital expenses and business expansion.
Employment History
Current Registrations
Joyful Steward Services
State Registrations1 state
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