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Daniel J
Series 63, Series 65
Marquette, MI
Integrity Alliance, LLC
Daniel Jeffries is an advisor at Integrity Alliance, LLC with Series 63 and Series 65 credentials. He has been working in the financial services industry since 2024, including roles at Hantz Financial Services and Flourish Financial Partners. In addition to his advisory work, he prepares tax returns and discusses tax savings strategies with clients through Ledford Tax & Financial Services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various investment approaches and custodial platforms.
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