Jessica Lauren Cutler
Investment adviser representative at Integris Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
$812MFirm assets
20 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
Experience
12 years in the industry.
- Integris Wealth Management, LLCJun 2018 to now
- Pedrazzi Farms, LLCJul 2018 to Aug 2019
- Pacific Engineering Group, Inc.Mar 2015 to Oct 2019
- Ventana Vineyards, LLCNov 2014 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Integris Wealth Management, LLC
$812MAssets managed
355Clients
12Advisers
20 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
- 7222345
- Firm CRD
- 111336