Jason Lewis

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
CA	RA	APPROVED_RES	2026-03-26

CA RA
APPROVED_RES

Since 2026-03-26

Branch Locations

2068 Orange Tree Lane Suite 100, Redlands, CA 92374 • 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
Soren Mcadam Llp	Redlands	CA	09/2009	Present
Integrated Wealth Concepts Llc	Waltham	MA	03/2026	Present

09/2009 → Present

Soren Mcadam Llp

Redlands, CA
03/2026 → Present

Integrated Wealth Concepts Llc

Waltham, MA

Other Businesses

09/2009 - SOREN MCADAM LLP - CPA FIRM - MANAGING PARTNER - NON-INV REL - AT REPORTED LOCATION(S) - 160 HOURS PER WEEK/160 HOURS PER SECURITIES TRADING HOURS

Employer firm

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

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