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RIA / WealthAdvisorCertified Financial Planner36 years in industry

JEFFREY JOE KAUFMAN

Advisor at INTEGRITY ADVISORY SOLUTIONS

DALLAS, TX | Columbia, MO

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Search this name across graphsid dfx:ria:c8a64518-136a-054b-282e-a5d29dbbe736

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 28, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INTEGRITY ADVISORY SOLUTIONS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 1989earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S63|S65
First exam: May 18, 2000
First registration: Nov 28, 2005
Dual registered: no
Other names: JEFF KAUFMAN
IAPD individual key: 4141454

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INTEGRITY ADVISORY SOLUTIONS	Independent wealth	Sep 5, 2024	n/a	yes	DALLAS, TX\|Columbia, MO	Current employment
WR WEALTH PLANNERS LLC	Former SEC adviser	Jan 4, 2021	Mar 27, 2025	no	Columbia, MO\|COLUMBIA, MO\|Columbia, MO	Previous registration
CONCORDE ASSET MANAGEMENT, LLC	Bd affiliated wealth	Dec 7, 2016	Feb 4, 2021	no	Columbia, MO\|ANN ARBOR, MI	Previous registration
CUTTINGEDGE ADVISORS	Former SEC adviser	Jan 19, 2010	Dec 31, 2014	no	EUREKA, MO	Previous registration
CUTTINGEDGE ADVISORS	Former SEC adviser	May 14, 2008	Dec 31, 2009	no	COLUMBIA, MO	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Nov 28, 2005	May 8, 2008	no	COLUMBIA, MO\|COLUMBIA, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WR WEALTH PLANNERS LLC	INTEGRITY ADVISORY SOLUTIONS	Mar 27, 2025	Sep 5, 2024	-203	Firm change after gap	RIA to RIA
CONCORDE ASSET MANAGEMENT, LLC	WR WEALTH PLANNERS LLC	Feb 4, 2021	Jan 4, 2021	-31	Firm change after gap	Ibd to RIA
CUTTINGEDGE ADVISORS	CONCORDE ASSET MANAGEMENT, LLC	Dec 31, 2014	Dec 7, 2016	707	Firm change after gap	Other
QUESTAR ASSET MANAGEMENT, INC.	CUTTINGEDGE ADVISORS	May 8, 2008	May 14, 2008	6	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
306951:288817:MO:2025-03-27	Mar 27, 2025	Sep 5, 2024	COLUMBIA, MO	Firm change after gap

Relationships

Registered with (5)

→ INTEGRITY ADVISORY SOLUTIONSRegistered adviserregistration: current employment
Sep 5, 2024 to presentfactForm ADV
→ WR WEALTH PLANNERS LLCRegistered adviserregistration: previous registration
Jan 4, 2021 to Mar 27, 2025factForm ADV
→ CONCORDE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 7, 2016 to Feb 4, 2021factForm ADV
→ CUTTINGEDGE ADVISORSRegistered adviserregistration: previous registration
Jan 19, 2010 to Dec 31, 2014factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 28, 2005 to May 8, 2008factForm ADV

Dated events

Occurred
Mar 27, 2025
Advisor changed firm
Jeffrey Joe Kaufman left Wr Wealth Planners Llc for Integrity Advisory Solutions (registered 2024-09-05)
Form ADVobserved 5 days ago