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JP

Jennifer S. Paterson

INTEGRITY WEALTH
EUGENE, OR 97401
Some features on this profile are disabled
CRD#: 7111630
JP

Professional summary

Jennifer Sue Paterson, who also goes by Jennifer S Block, Jennifer Sue Block, is a registered financial advisor currently at INTEGRITY WEALTH LLC located in Eugene, Oregon.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jennifer has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer S Block | Jennifer Sue Block

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Sue Paterson'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®
None

Experience

Current

April 6, 2026 - Present

INTEGRITY WEALTH LLC

Office #1: 1200 Executive Parkway Suite 430, Eugene, OR 97401
RIA
CRD#: 330809
EUGENE, OR
Past

March 25, 2025 - March 30, 2026

MAINSAIL FINANCIAL GROUP

RIA
CRD#: 317970
Eugene, OR
Past

August 30, 2019 - May 30, 2025

JOURNEYTREE FINANCIAL ADVISORS

RIA
CRD#: 154618
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".
IW
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
(4/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/30/2019
Uniform Investment Adviser Law Examination

Current Firm

IW
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
6

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts764
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.

Company Information

INTEGRITY WEALTH LLC

CRD#: 330809Eugene, OR 97401

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