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Jonathan David Harrison

SOUND STEWARDSHIP, LLC·OVERLAND PARK, Kansas
Clean record11 years registeredSOUND STEWARDSHIP, LLC
9101 W. 110TH ST., OVERLAND PARK, KS 66210CRD# 6448789Firm CRD# 129755

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan David Harrison · OVERLAND PARK, KS
Registration
CRD #6448789 · SOUND STEWARDSHIP, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

SOUND STEWARDSHIP, LLC
Feb 2015 – present
02

Registrations & Exams

Registration record
First registered · February 18, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOUND STEWARDSHIP, LLC
CRD 129755 · SEC 801-110568
AUM
$217M
Regulatory assets under management
Employees
9
966 client accounts
Services offered by SOUND STEWARDSHIP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SOUND STEWARDSHIP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jonathan David Harrison offer?
Jonathan David Harrison specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Jonathan David Harrison's credentials?
Jonathan David Harrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan David Harrison located?
Jonathan David Harrison is based in OVERLAND PARK, Kansas, working with SOUND STEWARDSHIP, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Jonathan David Harrison charge for services?
Jonathan David Harrison's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fees for speaking engagements/seminars. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUND STEWARDSHIP, LLC?
SOUND STEWARDSHIP, LLC has approximately 9 employees and manages $217M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Matthew Johnne Syverson
OVERLAND PARK, KS

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