Jennifer Sue Paterson
Investment adviser representative at Integrity Wealth LLC
13 yearsExperience
1 stateRegistered in
$304.8MFirm assets
2 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 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
13 years in the industry.
- Integrity Wealth LLCApr 2026 to now
- JP Home Renovation, LLCFeb 2022 to now
- Mainsail Financial Group, LLCMar 2025 to Mar 2026
- Journey Tree, LLCOct 2017 to Feb 2025
- Lane Community College Center for Accessible ResourcesMay 2017 to Oct 2017
- UnemployedDec 2016 to May 2017
- Aks Engineering & ForestryOct 2013 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7111630
- Firm CRD
- 330809