R. Jason Horwitz

Current Employers

Employment History

• 03/2009 → 09/2016
  Lincoln Financial Advisors Corporation
  Hingham, MA
• 07/2009 → 09/2016
  One Resource Group
  Waltham, MA
• 09/2016 → Present
  Lpl Financial, Llc
  Rockland, MA
• 09/2016 → Present
  Integrated Wealth Concepts Llc
  Rockland, MA

Previous Registrations

• 2009-03-13 → 2016-10-10
  Osaic Fa, Inc.
  Waltham, MA
  Hingham, MA
• 2004-06-07 → 2009-03-17
  Ameriprise Financial Services, Llc
  Hingham, MA

Other Businesses

1. 10/31/2016: Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 60%. 2. 11/18/2016: Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 40% - IAR - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in September 2016. I expect to spend approximately 40% of my time on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 11/18/2016: Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - IAR - Registered Investment Advisor DBA - Time Spent 40%. 4. 4/26/2019 - RJH Financial, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 04/15/2019 - 170 Hours Per Month/160 Hour During Securities Trading. 5. 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 6. 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 7. 09/28/2023 - Powder Lodge, LLC - Real Estate Rental - Investment Related - Newry, ME - Start Date 09/01/2023 - 2 Hours Per Month/ 0 Hours During Trading 8. 10/25/2023 - Acacia Financial Strategies - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 10/16/2023 - 10 Hours Per Month/ During Trading 9. 06/08/2026 - Crump, Vanbridge, Brokers' Service Marketing Group (BSMG), Agency One, SPG Life & Annuity, and One Resource Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/01/2009 - 5 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2004-06-04

Designations