Jason M Catlender

Current Employers

Employment History

• 03/2015 → 09/2021
  Lpl Financial
  Boston, MA
• 09/2021 → 07/2022
  Lpl Financial Llc
  Waltham, MA
• 09/2021 → 07/2022
  Integrated Wealth Concepts Llc
  Waltham, MA
• 07/2022 → Present
  Newedge Securities Inc
  Pittsburgh, PA
• 07/2022 → Present
  Newedge Wealth
  Stamford, CT

Previous Registrations

• 2021-09-03 → 2022-07-05
  Integrated Wealth Concepts Llc
  Waltham, MA
• 2015-04-13 → 2021-09-03
  Lpl Financial Llc
  Boston, MA
  Waltham, MA
• 2010-12-20 → 2014-09-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Boston, MA
  New York, NY
  Boston, MA
  Boston, MA

Other Businesses

1)9/2021- INTEGRATED FINANCIAL PARTNERS- DBA for LPL Business (entity for LPL business)- inv. related- WALTHAM, MA 2) 9/2021- INTEGRATED PARTNERS- DBA for LPL Business (entity for LPL business)- inv. related- WALTHAM, MA 3) 9/2/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 08/27/2021 - 80 Hours Per Month - Time Spent 50%. 4) 9/2/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 8/18/2021 - 1 Hour Per Month - Time Spent 1%. 5) 9/2/2021 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 8/27/2021 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 50% - I provide administrative support to Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 8/2021. I expect to spend approximately 80 hours per month 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. 6)NewEdge Wealth, LLC, an IAR. Financial Executive for investment related business for ultra-high net worth individuals. 120 hours a month during trading hours.  Home office 2200 Atlantic Street, Stamford CT, 06902. Start Date: 07/05/2022

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-17
• S63 Uniform Securities Agent State Law Examination
  2008-05-08

Other Names

• Jason Matthew Catlender