Jacob
Crause

Integrity Advisory Solutions

CRD#7884987
Investment Advisor
in Puyallup, WA

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About this Advisor

Jacob Crause is a financial advisor based in Puyallup, Washington, working with Integrity Advisory Solutions. Jacob has previously held positions at Integrity Advisory Solutions, Mission Focused Financial, LLC, and the United States Army. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Jacob is part of Integrity Advisory Solutions, which operates out of Puyallup, Washington. The firm has 13 offices and 39 employees. The firm manages assets totaling $147.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Integrity Advisory Solutions includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15406 Meridian East Suite 205
Puyallup, WA 98375

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Integrity Advisory Solutions Brokerage Details

Total Assets Under Management

$147,498,323

WA Average: $3,625,019,099
Total Number of Employees

39

WA Average: 22
Total Number of Accounts

783

WA Average: 1,917
Average Account Size

$188,376

WA Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Jacob Crause Work History

2024 - Present (0 year)

Integrity Advisory Solutions

2017 - Present (7 years)

Mission Focused Financial, LLC

1993 - 2018 (25 years)

United States Army

Disclosures

Please visit the SEC profile of Jacob Crause to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Integrity Advisory Solutions

Kenneth Lepore
Burlington, NC
Richard Sinton
Sarasota, FL
Shah Siddiqi
Cypress, TX
Steven Puckett
Peoria, AZ
Sangmin Kim
Burlington, NC
Chae Kyle
Burlington, NC
Adam Johnson
Eagan, MN
Emily Katz
Burlington, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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