Jessica Leila Smith

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

• 09/2009 → 10/2025
  Bankers Life & Casualty
  Brentwood, TN
• 05/2016 → 10/2025
  Bankers Life Securities, Inc.
  Brentwood, TN
• 07/2016 → 10/2025
  Bankers Life Advisory Services
  Brentwood, TN
• 10/2025 → Present
  Integrated Wealth Concepts
  Waltham, MA

Previous Registrations

• 2016-07-27 → 2025-10-27
  Bankers Life Advisory Services, Inc.
  Brentwood, TN
  Brentwood, TN
  Chicago, IL
• 2013-10-07 → 2016-05-27
  Concourse Financial Group Securities, Inc.
  Brentwood, TN
  Chattanooga, TN
  Birmingham, AL

Other Businesses

10/31/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: KONVEX WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 10/31/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 10/31/2025 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/31/2025 - 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-14

Other Names

• Jessica Leila Haulk