Daniel Jeffries
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.Jul 2025 to now
- Ledford Tax and FinancialJan 2025 to now
- UnemployedJan 2025 to Jan 2025
- Hantz Financial ServicesMay 2024 to Jan 2025
- Flourish Financial PartnersMay 2023 to Aug 2023
- Red LobsterMay 2021 to Aug 2021
- Michigan Technological UniversityAug 2019 to May 2024
- Crossroads Bar and GrillJun 2019 to Aug 2019
- Marquette Senior High SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7735752
- Firm CRD
- 139627