Jesse Coffee
Integrity Wealth Management · Eugene, Oregon
Jesse Coffee is a fee-only financial advisor at Integrity Wealth Management in Eugene, Oregon, who holds the CFP credential. Jesse 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 6022563 |
| Exams passed | Series 63 (2012) · Series 66 (2015) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.integritywealthnw.com |
How Jesse'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 Jesse
Is Jesse Coffee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jesse 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 Jesse charge for financial advice?
Jesse's firm, Integrity Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jesse Coffee based?
Jesse Coffee is based in Eugene, Oregon.
What does Jesse specialize in?
Jesse's specialties include retirement planning, tax planning and estate & legacy planning. Jesse works with retirees and pre-retirees.
What credentials does Jesse Coffee hold?
Jesse Coffee holds the CFP credential.
Is Jesse Coffee registered with the SEC?
Yes. Jesse Coffee is registered as an investment adviser representative in OR (CRD 6022563), 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 Jesse Coffee?
Through Jesse'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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