Jason McKinney (CRD# 5820842) is an Investment Advisor Representative working at Integrity Financial Corporation in Cheyenne, WY and has over 13 years of experience in the finance industry.
CRD# 6800014
Integrity Financial Corporation
CRD# 5843776
Integrity Financial Corporation
CRD# 1078293
Rw Baker Wealth Management Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.b. Mckinney | Port Orchard, WA | Dec 2013 - Current | 10 |
| Integrity Financial Corporation | Bellevue, WA | Jul 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- CA
- MT
- WA
- WY
-
Total Assets Under Management549MILLIONS
-
Total Number of Accounts1,629ACCOUNTS
-
Average Account Value$337,094
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, FL, MT, NE, NV, OR, PA, TN, TX, WA, WY
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