Jeff David Jewett

Employer firm

Integrity Alliance, LLC. CRD 139627

$5.41B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 06/2017
  Frontier Management
  Bend, OR
• 06/2012 → Present
  Jeff Jewett Financial Group
  Bend, OR
• 05/2019 → Present
  Brokers International Financial Services
  Bend, OR

Previous Registrations

• 2002-09-25 → 2006-02-16
  Equity Services, Inc.
  Bend, OR

Other Businesses

Jeff Jewett Financial Group; Investment related; 300 SE Reed Market Rd, Ste 103, Bend, OR 97702; Advisory and Fixed Insurance Sales; Owner; 01/07/2020; 160 hours per month; 130 hours during security hours; Sales and service of fixed insurance and advisory products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-21
• S66 Uniform Combined State Law Examination
  2002-09-17