Jacki Farrar

INTEGRITY FINANCIAL STRATEGIES

Tacoma, WA

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CRD#: 5997549

Professional summary

Jacki Farrar, CFP®, who also goes by Jacki Ann Farrar, is a registered financial advisor currently at INTEGRITY FINANCIAL STRATEGIES located in Tacoma, Washington.

Jacki is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jacki has worked at 7 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacki Ann Farrar

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.

Integrity Divorce Solutions; non-investment related; 9734 Highland Park Place, Palmetto, Fl 34221; Divorce Financial Consulting and Mediation; Certified Divorce Financial Consultant; 1099 Employee; Since 10/4/23; 20 hours/month; 50% during trading hours; Divorce financial consulting and mediation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacki Farrar's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

June 8, 2022 - Present

INTEGRITY FINANCIAL STRATEGIES

RIA

CRD#: 311481

Tacoma, WA

Past

February 19, 2021 - June 22, 2022

FACET

RIA

CRD#: 285961

University Place, WA

Past

December 13, 2019 - February 8, 2021

EDWARD JONES

RIA

CRD#: 250

UNIVERSITY PLACE, WA

Past

December 13, 2019 - February 8, 2021

EDWARD JONES

CRD#: 250

UNIVERSITY PLACE, WA

Past

October 9, 2018 - January 30, 2020

MOSS ADAMS WEALTH ADVISORS LLC

RIA

CRD#: 108917

Tacoma, WA

Past

October 31, 2017 - August 2, 2018

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

Tacoma, WA

Past

October 30, 2017 - August 13, 2018

LPL FINANCIAL LLC

CRD#: 6413

TACOMA, WA

Past

November 7, 2016 - December 18, 2017

CORNERSTONE ADVISORS INC

RIA

CRD#: 110908

BELLEVUE, WA

Past

May 30, 2013 - October 20, 2016

EDWARD JONES

RIA

CRD#: 250

THE VILLAGES, FL

Past

May 8, 2013 - October 20, 2016

EDWARD JONES

CRD#: 250

THE VILLAGES, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/28/2022)

IAR

Louisiana
(6/10/2024)

IAR

Texas
(2/22/2023)

IAR

Washington
(6/8/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/24/2013

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/20/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/13/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/7/2013

General Securities Representative Examination

Current Firm

INTEGRITY FINANCIAL STRATEGIES

INTEGRITY FINANCIAL STRATEGIES | INTEGRITY FINANCIAL STRATEGIES LLC

CRD#: 311481 / SEC#:

Florida

Registered Investment Advisory firm - (1/7/2021 Approved)

Louisiana

Registered Investment Advisory firm - (6/10/2024 Approved)

South Carolina

Registered Investment Advisory firm - (11/3/2023 Terminated)

Texas

Registered Investment Advisory firm - (2/22/2023 Conditional Restricted)

Washington

Registered Investment Advisory firm - (2/9/2021 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Palmetto, FL

Mailing Address

Phone number

(253) 677-1092

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	113
AUM (Assets Under Management)	$ 21,606,801

Red Flags

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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Firm Stability Insights

Jacki Farrar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacki Farrar's CRS (Customer Relationship Summary).

Certified licenses

Experience

FACET

EDWARD JONES

EDWARD JONES

MOSS ADAMS WEALTH ADVISORS LLC

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

LPL FINANCIAL LLC

CORNERSTONE ADVISORS INC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 5/24/2013

Series 65

Date: 12/20/2012

SIE

Date: 8/13/2018

Series 7

Date: 5/7/2013

Current Firm

INTEGRITY FINANCIAL STRATEGIES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRITY FINANCIAL STRATEGIES

TRUST BUT VERIFY

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