Jacki Farrar, financial advisor Palmetto FL

Jacki Farrar

CRD Number: 5997549
Current Firm: Integrity Financial Strategies

Jacki Farrar (CRD# 5997549) is an Investment Advisor Representative working at Integrity Financial Strategies in Palmetto, FL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Integrity Financial Strategies LLC Dunedin, FL Jun 2022 - Current 1
Investcloud West Hollywood, CA May 2022 - Oct 2023 1
Facet Wealth University Place, WA Feb 2021 - May 2022 1
Edward Jones University Place, WA Dec 2019 - Feb 2021 1
Moss Adams Tacoma, WA Aug 2018 - Dec 2019 1
Lpl Financial, LLC Tacoma, WA Oct 2017 - Aug 2018 < 1
Financial Advocates Investment Management Tacoma, WA Oct 2017 - Aug 2018 < 1
Cornerstone Financial Strategies Tacoma, WA Oct 2017 - Aug 2018 < 1
Cornerstone Advisors Bellevue, WA Oct 2016 - Oct 2017 1
Edward Jones The Villages, FL Apr 2013 - Oct 2016 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Jacki Farrar
Phone Number: 253-677-1092
Registered State(s):
  • FL
  • TX
  • WA
Current Firm Details
Integrity Financial Strategies
Firm's CRD Number: 311481
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $239,391
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

FL, TX, WA

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