Unclaimed Profile

Jesse Carl Coffee

INTEGRITY WEALTH LLC·EUGENE, Oregon

SIE, Series 6, Series 7, Series 63, Series 66CFPClean record10 years registeredINTEGRITY WEALTH LLC

576 OLIVE STREET, EUGENE, OR 97401CRD# 6022563Firm CRD# 330809

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jesse Carl Coffee · EUGENE, OR

Registration

CRD #6022563 · INTEGRITY WEALTH LLC · 10 years registered

Brand Profile

Not yet started

Career History

INTEGRITY WEALTH LLC

Jun 2024 – present

TRUE PRIVATE WEALTH ADVISORS, LLC

May 2018 – Jul 2024

EUGENE, OR

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2015 – May 2018

EUGENE, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · August 27, 2015

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTEGRITY WEALTH LLC

CRD 330809 · SEC 801-130226

AUM

$239M

Regulatory assets under management

Employees

767 client accounts

Services offered by INTEGRITY WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTEGRITY WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Jesse Carl Coffee offer?

Jesse Carl Coffee specializes in Financial Planning, Investment Management. Contact their office in EUGENE, Oregon for a consultation.

What are Jesse Carl Coffee's credentials?

Jesse Carl Coffee holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jesse Carl Coffee located?

Jesse Carl Coffee is based in EUGENE, Oregon, working with INTEGRITY WEALTH LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.

How does Jesse Carl Coffee charge for services?

Jesse Carl Coffee's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRITY WEALTH LLC?

INTEGRITY WEALTH LLC has approximately 4 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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