Jeffrey Joe Kaufman
Investment adviser representative at Integrity Advisory Solutions
37 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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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
Experience
37 years in the industry.
- Integrity Advisory SolutionsSep 2024 to now
- Wr Wealth Planners LLCJan 2021 to now
- Kaufman Family FarmsOct 2012 to now
- Jk Financial, LLCMay 1990 to now
- Senior Benefit ServicesDec 1989 to now
- Concorde Asset Management, LLCDec 2016 to Feb 2021
- Ak Management - Pancheros Mexican GrillApr 2014 to Jun 2023
- Concorde Investment ServicesApr 2011 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 4 states (CO, IA, MO, TX).
Integrity Advisory Solutions
Legal name: Integrity Advisory Solutions, LLC
$1.1BAssets managed
2,428Clients
127Advisers
4 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
- 4141454
- Firm CRD
- 288817