Jonathan David Harrison
CFP®Professional Summary
Jonathan David Harrison, CFP® is a registered financial advisor currently at SOUND STEWARDSHIP, LLC located in Overland Park, Kansas. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jonathan has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Investment Management
- Financial Planning
Other Aliases
There are no additional aliases reported.
Similar Advisors
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
FARTHER
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
FARTHER
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
FARTHER
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
FARTHER
Credentials
Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
FARTHER
Current Firm
SOUND STEWARDSHIP, LLC | SYVERSON & COMPANY, LLC
Contact Information
Main Address
9101 W. 110th St. Suite 150, Overland Park, KS 66210Phone Number
(913) 317-6000# of Employees
11SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,089AUM (Assets Under Management)
$284,618,866Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/31/2026 | Cover Page | Report |
| 03/28/2025 | Cover Page | Report |
| 04/01/2024 | Cover Page | Report |
Similar Advisors
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
FARTHER
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
FARTHER
Primary Firm SEC Registration
SOUND STEWARDSHIP, LLC | SYVERSON & COMPANY, LLC
State Registrations and Notice Filings
(2/18/2015)
(2/18/2015)
(2/18/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
FARTHER
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan David Harrison's CRS (Customer Relationship Summary).
Services Offered by Jonathan
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Investment Management
- Financial Planning
Similar Advisors
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
FARTHER