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Jeffrey Joe Kaufman

Integrity Advisory Solutions

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About Jeffrey Joe Kaufman

Jeffrey Kaufman is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Integrity Advisory Solutions and WR Wealth Planners LLC. He is a Certified Financial Planner™ and holds Series 6, 63, and 65 licenses, as well as the SIE exam. Jeffrey specializes in portfolio management for individuals and provides financial planning services. He also provides consulting services for businesses.

Firm Information

Jeffrey Kaufman is currently registered with Integrity Advisory Solutions. Integrity Advisory Solutions is a Dallas, TX-based registered investment advisor with approximately $147,498,323 in regulatory assets under management. The firm provides financial planning, selection of other advisors, and portfolio management for individuals and high-net-worth individuals. Integrity Advisory Solutions also offers consulting services and participates in a wrap fee program. They have a total of 783 accounts, including 783 discretionary accounts and 0 non-discretionary accounts. The firm has 24 licensed agents, 35 investment adviser representatives, 23 registered representatives, 39 investment advisory functions, and 17 adviser representatives for other investment advisors.
Integrity Advisory Solutions

1445 ROSS AVE FL 55

DALLAS, TX 75202

$147.50M

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Kaufman’s Registration & Firm History

MO

09/05/2024 - Present

Integrity Advisory Solutions (Columbia MO)

MO

04/01/2011 - 12/31/2020

CONCORDE INVESTMENT SERVICES, LLC (COLUMBIA MO)

TN

05/15/2008 - 03/31/2011

SILVER OAK SECURITIES, INCORPORATED (JACKSON TN)

MO

05/20/2002 - 05/08/2008

QUESTAR CAPITAL CORPORATION (COLUMBIA MO)

IN

05/15/2000 - 05/22/2002

CONSECO SECURITIES, INC. (CARMEL IN)

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Licenses & Designations

IA

Issued 11/11/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jeffrey Joe Kaufman. Review regulatory record here.
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