JW
JW

Jarrod Warren

14 Years of Experience
Fort Worth, TX

Jarrod Warren is a registered investment advisor at Integrity Financial Group, based in Fort Worth, TX, with 14 years of industry experience. Jarrod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 109 clients with $27M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
109 clients
Average Client Portfolio
$246K average
Assets Under Management
$26.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable depending on individual client circumstances. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5748 Boat Club Road, Fort Worth, TX, 76179

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Integrity Financial Group
November 2025 - Present · 6 mos
Previous Registrations
Oneamerica Securities, INC.Broker
February 2020 - November 2022 · 2 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
May 2008 - January 2020 · 11 yrs 8 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.