David Jonathan Chesner
Financial advisor at Integrity Alliance, Llc. · Yardley, PA
Last updated 2026-10-10
Claim your profileDavid Jonathan Chesner is a financial advisor at Integrity Alliance, Llc. in Yardley, PA, CRD 5976183. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2013-05-08.
Registration
- CRD number
- 5976183
- Registration status
- Active
- IAPD registration
- 2013-05-08
- Industry Experience
- 13 years
- Work Experience
- 28 years
- States registered
- PA
Licenses and exams
- Series 63
- Series 65
Work history
- 1998-07 to Present · Rheumatic Disease Associates · Willow Grove, PA
- 2016-08 to Present · Lion Street Financial · Southampton, PA
- 2025-11 to Present · Integrity Alliance, Llc. · Yardley, PA
Current employment
- Integrity Alliance, Llc. · Urbandale, IA
Integrity Alliance, Llc.
- Regulatory AUM
- $5,411,976,879
- Registered advisors
- 353
- Offices
- 268
- Clients per advisor
- 30.8 (Low)
- Average AUM per client
- $497.2K (Low)
- High-net-worth client ratio
- 9.9% (Low)
Integrity Alliance, Llc.: advisors, services and reported ETF investments
About
David Jonathan Chesner is a financial advisor at Integrity Alliance, Llc. in Yardley, PA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 13 years of industry experience and 28 years of reported work history. Reported roles include Lion Street Financial, Rheumatic Disease Associates.
SEC disclosures list additional business and community activities: 1) The Financial Group Of Philadelphia Position: Consultant Nature: Insurance Investment Related: Yes Number Of Hours: 12 Securities Trading Hours: 3 Start Date: 12/31/2012 Address: 910 Floral Vale Blvd: Www; Janey.
Integrity Alliance, Llc.'s firm-level Form ADV reports 353 advisors across 268 offices; approximately 30.8 clients per advisor, average assets per client of $497,196, and regulatory AUM of $5.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Publication of Periodicals or Newsletters.
PortfolioFuture's firm-level 13F analysis covers $2.2B across 422 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Jonathan Chesner personally.
Reported ETF positions
Integrity Alliance reports 422 ETF positions worth $2.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $139.5M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $114.7M |
| DFAC — Dimensional U.S. Core Equity 2 ETF | $109.1M |
| AGG — iShares Core U.S. Aggregate Bond ETF | $76.7M |
| QQQ — Invesco QQQ Trust, Series 1 | $73.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Integrity Alliance's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $5.1M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $37M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $9.7M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $9.5M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Integrity Alliance, Llc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
Location
910 Floral Vale Blvd, Yardley, PA 19067
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 877-886-1939
- Website: integritywealth.com/WEALTH
Official record
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