Jonathan
Harrison
Sound Stewardship, LLC
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About this Advisor
Jonathan Harrison is a certified financial planner operating in Overland Park, Kansas with 8 years of industry experience. Harrison is on the advisory team at Sound Stewardship, LLC. Their career trajectory has included roles at National Christian Foundation and Sound Stewardship, LLC. Harrison can operate in Iowa, Kansas, Louisiana, Missouri, Nebraska and Texas. Sound Stewardship, LLC is a registered investment company operating out of Overland Park, KS. It manages $189 million in total assets among its 904 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 904 accounts, 59% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice typically vary depending on the type of services offered. Fees billed by Sound Stewardship, LLC may include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sound Stewardship, LLC Brokerage Details
$188,956,057
8
904
$209,022
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jonathan Harrison Work History
Jonathan has been registered as a financial advisor for 8 years.*
Sound Stewardship, LLC
National Christian Foundation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Harrison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sound Stewardship, LLC
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
