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CFP
JC
CFP

Jesse Coffee

Integrity Wealth LLC
12 Years of Experience
Eugene, OR
View SEC Summary
View SEC Summary

Jesse Coffee is a CFP-designated registered investment advisor at Integrity Wealth LLC, based in Eugene, OR, with 12 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 245 clients with $300M in assets under management.

Integrity Wealth LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
245 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$304.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Wealth management fees range up to 1.75% annually depending on scope, complexity, asset level, and overall relationship. An additional 0.15% fee applies for Individual Stock Model Portfolios. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1200 Executive Parkway, Suite 430, Eugene, OR, 97401

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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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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
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
True Private Wealth Advisors, LLC
May 2018 - July 2024 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2015 - May 2018 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - May 2018 · 2 yrs 9 mos
Country Capital Management CompanyBroker
February 2012 - June 2013 · 1 yr 4 mos
State Registrations1 state
OR
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.
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