Jesse Coffee is a CFP-designated registered investment advisor at Integrity Wealth LLC, based in Eugene, OR, with 11 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 245 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Wealth's wealth management fees are based on the value of your investments and are paid each quarter. The annual fee can be up to 1.75% of your portfolio, depending on the complexity of your situation and the amount you invest. Fees may be negotiable.
Location
576 Olive Street, Suite 303, Eugene, OR, 97401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jesse is the owner of Retirement Intelligence, LLC, where he creates and provides educational classes and materials covering retirement planning topics. This investment-related activity takes minimal time.
Employment History
Current Registrations
Integrity Wealth LLC
Previous Registrations
True Private Wealth Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Country Capital Management CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.