Jordan Keith Huntoon

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2025-10-29