Jackleen Sawiris

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

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2023-02-24

CA RA
APPROVED_RES

Since 2023-02-24

Branch Locations

21600 Oxnard Street Suite 2000, Woodland Hills, CA 91367 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Duffy Kruspodin Llp	Woodland Hills	CA	07/2013	Present
Integrated Wealth Concepts, Llc	Waltham	MA	02/2023	Present

07/2013 → Present

Duffy Kruspodin Llp

Woodland Hills, CA
02/2023 → Present

Integrated Wealth Concepts, Llc

Waltham, MA

Other Businesses

1.) 07/2013 - DUFFY KRUSPODIN & CO LLP DUFFY KRUSPODIN LLP - Tax Prep/Accounting/CPA - Owner - Investment related - Woodland Hills, CA 91367 - 160 hours per month - Start Date - 07/2013.

Employer firm

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

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