Johnny N Chuchen

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 12/2020
  Laurel Wealth Advisors
  La Jolla, CA
• 02/2016 → 06/2018
  Indexmlp, Llc
  La Jolla, CA
• 01/2021 → Present
  Laurel Wealth Advisors
  Solana Beach, CA
• 07/2018 → Present
  Ivernia Capital, Llc
  Marina Del Rey, CA
• 02/2023 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2017-02-02 → 2025-02-21
  Ivernia Capital, Llc
  Marina Del Rey, CA
• 2022-06-22 → 2023-03-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  Venice, CA
• 2015-05-14 → 2020-12-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  Marina Del Rey, CA
• 2016-05-11 → 2016-12-31
  Ivernia Capital, Llc
  Marina Del Rey, CA
• 2008-09-19 → 2015-05-20
  Ubs Financial Services Inc.
  Los Angeles, CA
  Los Angeles, CA
• 2008-03-24 → 2008-09-24
  Lehman Brothers Inc.
  Los Angeles, CA
  Los Angeles, CA
  New York, NY

Other Businesses

1. Name of Outside Business or Organization: Ivernia Capital, LLC Address: 578 Washington Boulevard 226, Marina Del Rey, CA 90292 Title: Managing Partner - Investment Advisor Representative Description of Business or Organization: High net worth wealth services Description of Duties or Responsibilities: Advising clients on long-term wealth planning Start Date: 06/01/2018 Hours Devoted to OBA Monthly: 30; 10 during trading hrs. / 20 during non-trading hrs. 3. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: LAUREL WEALTH ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-21
• S63 Uniform Securities Agent State Law Examination
  2004-10-11