Jeffrey Kaufman
Jeffrey Kaufman is a CFP-designated registered investment advisor at Integrity Advisory Solutions, based in Columbia, MO, with 25 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
3806 Buttonwood Dr, Suite 102, Columbia, MO, 65201
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent selling fixed insurance and annuities through Senior Benefit Services since 1989, dedicating about 10-20% of his time. He also owns JK Financial, LLC for insurance sales and wealth management, and manages Kaufman Family Farms, Inc., spending minimal time on the farm.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Wr Wealth Planners LLC
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Cuttingedge Advisors
Silver Oak Securities, IncorporatedBroker
Cuttingedge Advisors
Questar Asset Management, INC.
Questar Capital CorporationBroker
Conseco Securities, INC.Broker
State Registrations4 states
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.