Jeremy Sherman White

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

• 08/2008 → 10/2016
  Lincoln Financial Advisors
  Boston, MA
• 10/2016 → Present
  Lpl Financial Llc
  Miami, FL
• 10/2016 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2008-08-21 → 2016-10-11
  Osaic Fa, Inc.
  Boston, MA
  Waltham, MA
  Waltham, MA
• 2003-09-22 → 2008-08-19
  Ameriprise Financial Services, Llc
  Charlestown, MA
  Boston, MA

Other Businesses

(1) 10/07/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 10/07/2016: No Business Name - Non-Variable Insurance - Investment Related - 300 Fifth Ave 3rd floor, Waltham, MA 02451 - Start 09/23/2016 - 4 Hr/Mo; 1 Hour(s) During Securities Trading; 5% Time Spent - Life, LTC, Fixed, Health and Disability (3) 10/25/2016: Integrated Wealth Concepts - Registered Investment Advisor Hybrid - DBA: (Hybrid) Integrated Wealth Concepts - Investment Related - 300 Fifth Ave. 3rd Floor Waltham, MA 02451 - 100% Time Spent - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in October 2016. I expect to spend approximately 100% 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. (4) 11/01/2016: Integrated Wealth Concepts - Registered Investment Advisor DBA - DBA: (Hybrid) Integrated Financial Partners - Investment Related - 300 Fifth Ave. 3rd Floor Waltham, MA 02451 - 100% Time Spent (5) 9/25/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/01/2019 - 5 Hours Per Month During Securities Trading. (6) 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2021 - 1 Hour Per Month During Securities Trading. (7) 3/30/2023 - Integrated Wealth Concepts - DBA: KSDT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 03/01/2023 - 80 Hours Per Month/80 Hours During Securities Trading (8) 06/07/2023 - Heyer Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 05/26/2023 - 40 Hours Per Month/ 40 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-06-17

Designations

• Certified Financial Planner