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Jessica Elise Storey

Integrated Wealth Concepts LLC

Gig Harbor, WA

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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

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LIGHTHOUSE WEALTH STRATEGIES, LLC · GIG HARBOR, WA
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SOWELL MANAGEMENT · Gig Harbor, WA
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CONESTOGA WEALTH PARTNERS · GIG HARBOR, WA
COMMONWEALTH FINANCIAL NETWORK · Gig Harbor, WA
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