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Jarrod W

Series 63, Series 65

Fort Worth, TX

Integrity Financial Group

Jarrod Warren is a financial advisor with Integrity Financial Group in Fort Worth, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. His previous roles include positions at OneAmerica Securities, American United Life, and Northwestern Mutual in various capacities from 2007 through 2022. He is also licensed as an insurance agent for non-variable insurance sales in Texas. Integrity Financial Group advises individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management, financial planning, and access to a range of investment solutions. The firm customizes portfolios based on client objectives and risk tolerance, often employing third-party models and multiple investment methodologies.

ESG / Sustainable investing Real estate investing
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Eric M

CFP®, Series 63, Series 65

Fort Worth, TX

Integrity Financial Group

Eric Mc Mahan is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Integrity Financial Group in Fort Worth, TX. His prior roles include positions at OneAmerica Securities and Waddell & Reed, Inc. He also works as an independent insurance agent specializing in fixed life and fixed annuities. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, and business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, offering advisory services through the AssetMark platform.

ESG / Sustainable investing Real estate investing
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