Jason McKinney has been an investment adviser representative at Integrity Financial since July 2011, and is not listed among the firm’s executive officers or direct owners.
Integrity Financial Corporation is a Jackson, WY firm with $868M under management, 1,450 clients and 0 advisers across 6 offices, as of its March 2026 filing.
Jason McKinney’s longest registration is the current one, 15 years at Integrity Financial since 2011. Before joining Integrity Financial in 2011, Jason McKinney was registered through Morgan Stanley Smith Barney LLC.
- – present · 15 yearsJackson, WY · Adviser representative · Firm CRD 137125
- Morgan Stanley Smith Barney LLC– · under a yearBellevue, WA · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Jason McKinney is registered as an investment adviser representative in 3 states. The first approvals date from July 2011; the most recent is Wyoming, in November 2023.
- MontanaSince 24 August 2017
- WashingtonSince 5 July 2011
- WyomingSince 13 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 September 2010 |
| Series 7 | General Securities Representative Examination | 19 August 2010 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Bowden McKinney
- CRD
- 5820842
- Firm
- Integrity Financial · CRD 137125
- Office
- 680 S. CACHE ST., SUITE 100 - 7403, Jackson, WY 83001
- Registration
- Investment adviser registration
- In the industry since
- November 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason McKinney work?
Jason McKinney is an investment adviser representative registered through Integrity Financial Corporation since July 2011, and is not listed among the firm’s executive officers or direct owners.
Is Jason McKinney a financial advisor?
Yes. Jason McKinney has a current investment-adviser registration in Montana, Washington and Wyoming, through Integrity Financial since July 2011.
How many years of experience does Jason McKinney have?
Jason McKinney has 15 years in the financial industry, since November 2010, across 2 adviser firms.
What exams has Jason McKinney passed?
Jason McKinney has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2010.
Where did Jason McKinney work before Integrity Financial?
Before Integrity Financial, Jason McKinney was registered through Morgan Stanley Smith Barney LLC, November 2010 to June 2011.
Where is Jason McKinney based?
Jason McKinney’s registered office is in Jackson, WY.
Is Jason McKinney registered with FINRA?
No. Jason McKinney has no current broker registration.
How can I verify Jason McKinney’s record?
Search CRD 5820842 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason McKinney’s full registration record.
Kristofer GrayPrincipal, Chief Compliance Officer- Sarah ArcherChief Investment Officer
- Deann CrossManaging Director
- Scott WilsonChief Finance Officer