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.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 4691463
Raymond James & Associates, Inc.
CRD# 5983189
Edward Jones
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 |
- FL
- TX
- WA
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts77ACCOUNTS
-
Average Account Value$239,391
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, TX, WA
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