Jessica Marie Plath
Investment adviser representative at Integrity Alliance, LLC
10 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
10 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street AdvisorsJul 2022 to now
- Lion Street FinancialJul 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2020 to Jun 2022
- JP Morgan Securities LLCDec 2018 to Dec 2020
- JPMorgan Chase Bank N.A.May 2016 to Dec 2020
- Oliveto Italian BistroFeb 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7056707
- Firm CRD
- 139627