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Jessica Elise Storey

Integrated Wealth Concepts LLC

Gig Harbor, WA

CRD 6784777

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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

AuthorityCategoryStatusDate
WA RA APPROVED 2026-06-10
  • WA RA
    APPROVED
    Since 2026-06-10

Branch Locations

3025 Harborview Drive, Gig Harbor, WA 98335 • 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
OrganizationCityStateFromTo
Kms Financial Services, Inc Seattle WA 04/2017 09/2019
Becu Kent WA 06/2016 04/2017
Zevenbergen Capital Investments Llc Seattle WA 10/2019 02/2026
Integrated Wealth Concepts Llc Waltham MA 05/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-11
  • S65 Uniform Investment Adviser Law Examination
    2024-07-11
Other Names
  • Jessica Sanchez
  • Jessica Elise Sanchez

View on SEC IAPD

Nearby Firms

LIGHTHOUSE WEALTH STRATEGIES, LLC
EDWARD JONES
SOWELL MANAGEMENT

Nearby Investors

KELLY ROY CAVIEZEL
MEGAN ANNE HAYES
KARSTEN JON CAVIEZEL

Nearby Offices

LIGHTHOUSE WEALTH STRATEGIES, LLC · GIG HARBOR, WA
EDWARD JONES · GIG HARBOR, WA
SOWELL MANAGEMENT · Gig Harbor, WA

More in Gig Harbor, WA

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