James M. Mccann

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

• 09/2010 → 07/2026
  Fidelity Investments
  Boston, MA
• 07/2018 → 07/2026
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → 07/2026
  Fidelity Investments
  Boston, MA
• 07/2026 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2025-03-31 → 2026-08-04
  Strategic Advisers Llc
  Milton, MA
  Boston, MA
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2011-12-16 → 2018-07-13
  Strategic Advisers Llc
  Boston, MA

Other Businesses

07/15/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: INTEGRATED FINANCIAL PARTNERS - INV REL – AT REPORTED BUSINESS LOCATION(S) – REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2011-02-24

Designations

• Certified Financial Planner

Other Names

• Mccann James
• James Martin Mccann
• James Martin Mccann