Jay Michael Loe
Professional Summary
Jay Michael Loe, who also goes by Jay M Loe, is a registered financial advisor currently at INTEGRITY CAPITAL, LLC located in Fort Wayne, Indiana. Jay is registered as a RR (Registered Representative) and started their career in finance in 1997. Jay has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jay M Loe
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
ANNEXUS SECURITIES, LLC | INTEGRITY CAPITAL, LLC
Contact Information
Main Address
16767 N. Perimeter Drive Suite 320, Scottsdale, AZ 85260Mailing Address
16767 N. Perimeter Drive Suite 320, Scottsdale, AZ 85260Phone Number
(480) 321-8992Established
Delaware since 08/05/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INTEGRITY WEALTH, LLC | MEMBER | — |
| BAKER, ANDREA K | PRINCIPAL FINANCIAL OFFICER | 5533991 |
| BAKER, ANDREA K | FINOP | 5533991 |
| BAKER, ANDREA K | CHIEF FINANCIAL OFFICER | 5533991 |
| BAKER, ANDREA K | PRINCIPAL OPERATIONS OFFICER | 5533991 |
| DENHAM, ERIC TODD | PRESIDENT | 1812039 |
| PATTERSON, GINNIE SUZANNE | CHIEF COMPLIANCE OFFICER | 6329958 |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(9/25/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1997About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Nov 1998About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jay Michael Loe's CRS (Customer Relationship Summary).
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