Jason Evan Grantz

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

• 10/2008 → 10/2020
  Unified Trust Company
  Highland Park, NJ
• 10/2020 → 07/2021
  American Trust
  Highland Park, NJ
• 09/2021 → 05/2022
  Lpl Financial, Llc
  Highland Park, NJ
• 10/2021 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Other Businesses

1. 01/01/2019 - HOUSE MISHEGAF, LLC/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ INVESTMENT RELATED/ 0%/ HIGHLAND PARK, NJ 2. 10/27/2021 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/27/2021 - 160 Hours Per Month/160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm. I started this business activity in 10/27/2021. I expect to spend approximately 160 hours per month 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. 3. 10/27/2021 - INTEGRATED FINANCIAL PARTNERS - INV REL - HYBRID RIA - SERVICES PROVIDED UNDER INTEGRATED PARTNERS DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-22
• S66 Uniform Combined State Law Examination
  2008-03-13
• S63 Uniform Securities Agent State Law Examination
  2004-02-24

Other Names

• Jason Evan Grantz
• Jason Grantz