Jesse C. Coffee

INTEGRITY WEALTH LLC

EUGENE, OR 97401

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CRD#: 6022563

Professional summary

Jesse Carl Coffee, CFP® is a registered financial advisor currently at INTEGRITY WEALTH LLC located in Eugene, Oregon.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jesse has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Retirement Intelligence, LLC; Investment-related; Same address; Educational classes covering retirement planning topics; Owner; Since 03/2023; Less than 5% of time per month; Create and provide educational classes and material covering retirement planning topics

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Carl Coffee's CRS (Customer Relationship Summary).

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 17, 2024 - Present

INTEGRITY WEALTH LLC

Office #1: 576 Olive Street Suite 303, Eugene, OR 97401

RIA

CRD#: 330809

EUGENE, OR

Past

May 4, 2018 - July 10, 2024

TRUE PRIVATE WEALTH ADVISORS, LLC

RIA

CRD#: 164947

EUGENE, OR

Past

August 27, 2015 - May 8, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

EUGENE, OR

Past

August 4, 2015 - May 8, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

EUGENE, OR

Past

February 9, 2012 - June 3, 2013

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

EUGENE, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTEGRITY WEALTH LLC

INTEGRITY FINANCIAL | SANDERS COFFEE GROUP LLC | INTEGRITY WEALTH LLC

CRD#: 330809 / SEC#: 801-130226

RIA

Registered Investment Advisory firm - (5/6/2024 Approved)

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

Oregon
(6/17/2024)

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: 8/25/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/14/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/8/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/4/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/8/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INTEGRITY WEALTH LLC

INTEGRITY FINANCIAL | SANDERS COFFEE GROUP LLC | INTEGRITY WEALTH LLC

CRD#: 330809 / SEC#: 801-130226

RIA

Registered Investment Advisory firm - (5/6/2024 Approved)

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Contact information

Main Address

576 Olive Street Suite 303, Eugene, OR 97401

Mailing Address

Phone number

(541) 650-6061

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRITY WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/31/2025)

Regulatory assets under management

Total Number of Accounts	764
AUM (Assets Under Management)	$ 260,316,725

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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Advisor Monitoring

Firm Stability Insights

Jesse C. Coffee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Carl Coffee's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE PRIVATE WEALTH ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

COUNTRY CAPITAL MANAGEMENT COMPANY

Primary Firm SEC Registration

INTEGRITY WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/25/2015

Series 63

Date: 2/14/2012

SIE

Date: 5/8/2018

Series 7

Date: 8/4/2015

Series 6

Date: 2/8/2012

Current Firm

INTEGRITY WEALTH LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRITY WEALTH LLC

TRUST BUT VERIFY

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