Jason William Rankin

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Fresno, CA
• 11/2016 → 09/2019
  Wells Fargo Clearing Services, Llc
  Fresno, CA
• 09/2019 → 12/2024
  M.S. Howells & Co
  Scottsdale, AZ
• 09/2019 → 03/2023
  Laurel Wealth Advisors
  Fresno, CA
• 09/2019 → 12/2024
  Strong Valley Wealth & Pension
  Fresno, CA
• 02/2023 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2021-01-31 → 2023-03-31
  Laurel Wealth Advisors, Inc.
  Fresno, CA
  Solana Beach, CA
• 2019-10-04 → 2020-12-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  Fresno, CA
• 2004-07-16 → 2019-09-23
  Wells Fargo Clearing Services, Llc
  Fresno, CA
  Fresno, CA

Other Businesses

1. Jason W. Rankin has been licensed in California as an insurance agent soliciting, offering, and selling fixed life and long-term care insurance products since 2011 (CA Insurance License # 0E87236). He will receive separate, yet customary, commission compensation resulting from the purchases and sales of life-only, accident and health, and variable contract insurance products on behalf of investment advisory clients, from the firms with whom he is presently appointed whom he may become appointed in the future. He will also receive other compensation, including bonuses and trail commissions from the products listed above. Clients are under no obligation to purchase these products through him. He spends less than 5 hours a month on this during non-market hours. 2. INTEGRATED WEALTH CONCEPTS, LLC; Investment- RELATED-YES; 5 River Park Place W, Ste 205 Fresno, CA 93720; NATURE- RIA; POSITION/TITLE- ADVISOR; START DATE-02/01/2023; APPROXIMATELY 160 HOURS PER MONTH, 130 HOURS DURING TRADING HOURS; DESCRIPTION- IA AND RIA.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-14

Designations

• Certified Financial Planner