Jordan Keith Huntoon

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2025-12-15

RI RA
APPROVED

Since 2025-12-15

Branch Locations

83 Vermont Avenue Unit 4, Warwick, RI 02888 • 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
Integrated Wealth Concepts Llc	Waltham	MA	12/2025	Present
Huntoon Cpa, Llc	Warwick	RI	01/2023	Present
Charland, Marciano & Co, Cpas, Llp	Providence	RI	05/2019	12/2022
Bryant University	Smithfield	RI	08/2016	12/2020

12/2025 → Present

Integrated Wealth Concepts Llc

Waltham, MA
01/2023 → Present

Huntoon Cpa, Llc

Warwick, RI
05/2019 → 12/2022

Charland, Marciano & Co, Cpas, Llp

Providence, RI
08/2016 → 12/2020

Bryant University

Smithfield, RI

Other Businesses

01/2023 - HUNTOON CPA, LLC - CPA FIRM - CPA PARTNER/SHAREHOLDER - NON-INV REL - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOUR PER TRADING HOURS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-29

S65 Uniform Investment Adviser Law Examination

2025-10-29

View on SEC IAPD

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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