Jesse Carl Coffee
Investment adviser representative at Integrity Wealth LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$304.8MFirm 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 assetsFixed 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
11 years in the industry.
- Integrity Wealth LLCJun 2024 to now
- True Private Wealth Advisors, LLCMay 2018 to Jun 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OR).
Integrity Wealth LLC
$304.8MAssets managed
245Clients
6Advisers
2 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
- 6022563
- Firm CRD
- 330809