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Jeremy Daniel Cumbee

Integrity Financial Corp.

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About Jeremy Daniel Cumbee

Jeremy Daniel Cumbee is an Investment Advisor Representative with Integrity Financial Corp. Jeremy is registered in California and Wyoming. Jeremy has been in the industry since June 2017, and has a Series 65 license. Jeremy's areas of specialization include financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and educational seminars.

Firm Information

Jeremy Cumbee is currently registered with Integrity Financial Corp.. Integrity Financial Corp. is an investment advisor located in Cheyenne, WY. They have 18 licensed agents, 18 investment advisor representatives, and $549,126,443 in regulatory assets under management. They offer financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. They primarily serve individuals other than high-net-worth individuals, pension and profit-sharing plans, high-net-worth individuals, corporations or other businesses, and charitable organizations.
Integrity Financial Corp.

2515 WARREN AVE, SUITE 500

CHEYENNE, WY 82001

$549.13M

Assets Under Management

328

Total Clients

16

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Jeremy Cumbee’s Registration & Firm History

CA

11/13/2023 - Present

Integrity Financial Corp. (Malibu CA)

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Licenses & Designations

IA

Issued 07/20/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Daniel Cumbee.
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