Jennifer Paterson
Integrity Wealth Management · Eugene, Oregon
Jennifer Paterson is a fee-only financial advisor at Integrity Wealth Management in Eugene, Oregon. Jennifer focuses on retirement planning, tax planning and estate & legacy planning. Integrity Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Integrity Wealth Management |
|---|---|
| Based in | Eugene, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $304.8M across 831 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7111630 |
| Exams passed | Series 65 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.integritywealthnw.com |
How Jennifer's firm compares
- Integrity Wealth Management's average account is about $367,000, from its Form ADV (assets managed divided by 831 accounts).
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Questions about Jennifer
Is Jennifer Paterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Integrity Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Integrity Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jennifer Paterson based?
Jennifer Paterson is based in Eugene, Oregon.
What does Jennifer specialize in?
Jennifer's specialties include retirement planning, tax planning and estate & legacy planning. Jennifer works with retirees and pre-retirees.
Is Jennifer Paterson registered with the SEC?
Yes. Jennifer Paterson is registered as an investment adviser representative in OR (CRD 7111630), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrity Wealth Management manage?
Integrity Wealth Management reports $304.8M across 831 accounts in assets under management.
How do I contact Jennifer Paterson?
Through Jennifer's website, www.integritywealthnw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Integrity Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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