Jeffrey Joe Kaufman
Investment Adviser Representative at Integrity Advisory Solutions
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Joe Kaufman is an investment adviser representative with Integrity Advisory Solutions in Columbia, MO, where they have been registered since 2024. They have worked in the securities industry since 2000 and have been registered with 5 firms, including WR Wealth Planners LLC and Concorde Asset Management, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Colorado, Iowa, Missouri, and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado, Iowa, Missouri, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Senior Benefit ServicesDec 1989 – no end date reportedColumbia, MO
- Concorde Investment ServicesApr 2011 – Dec 2020Troy, MI
- Concorde Asset Management, LLCDec 2016 – Feb 2021Livonia, MI
- WR Wealth Planners LLCJan 2021 – no end date reportedColumbia, MO
- JK Financial, LLCMay 2017 – no end date reportedColumbia, MO
- Kaufman Family FarmsOct 2012 – no end date reportedColumbia, MO
- JK Financial LLCMay 1990 – no end date reportedColumbia, MO
- AK Management - Pancheros Mexican GrillApr 2014 – Jun 2023Columbia, MO
- Integrity Advisory SolutionsSep 2024 – no end date reportedColumbia, MO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Integrity Advisory Solutions
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Flexible financial services and personalized financial planning through an open-architecture platform, including investment management with access to investment performance, portfolio balances, and asset allocation tracking.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 125
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Dallas, TX
- SEC file number:
- 801-123090
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 11, 2026
View full firm profileOther advisors at Integrity Advisory Solutions
Showing 12 of 125 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Joe Kaufman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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