Jeffrey Eugene Lacross

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:

Current Employers

Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2018-04-03

MA RA
APPROVED

Since 2018-04-03

Branch Locations

900 Cummings Center Suite 411-J, Beverly, MA 01915 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lacross Financial Advisors	Acton	MA	01/2016	Present

01/2016 → Present

Lacross Financial Advisors

Acton, MA

Previous Registrations

2007-10-01 → 2010-09-14

Caturano Wealth Management, Llc

Boston, MA

Other Businesses

LaCross Financial Advisors located at 537 Massachusettts Ave #201 Acton, MA 01720. A NON-INVESTMENT RELATED BUSINESS PROVIDING ACCOUNTING, TAX AND CONSULTING SERVICES. EMPLOYEED AS A TAX MANAGER FROM 01/2017. ACT IN AN ADVISER CAPACITY AS NEEDED, ALL OTHER TIME IS SPENT PERFORMING TAX & FINANCIAL PLANNING AND CONSULTING WORK FOR LaCross Financial Advisers.

Designations

Certified Financial Planner
Personal Financial Specialist

Other Names

Jeffrey Eugene Lacross
Jeffrey Eugene Lacross

View on SEC IAPD