Jeffrey Sean Yoder
Investment adviser representative at Integrity Alliance, LLC
22 yearsExperience
1 stateRegistered in
$5.4BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street AdvisorsApr 2023 to now
- Lion Street FinancialApr 2023 to now
- Yoder Financial GroupJan 2004 to now
- Kestra Advisory Services, LLCApr 2016 to Mar 2023
- Kestra Investment Services, LLCJan 2004 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (KS).
Integrity Alliance, LLC
$5.4BAssets managed
10,885Clients
335Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2009282
- Firm CRD
- 139627