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Jane Marie Johnson Simmons

Integrated Wealth Concepts LLC

Modesto, CA

CRD 7825995

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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
CA RA APPROVED_RES 2023-10-26
  • CA RA
    APPROVED_RES
    Since 2023-10-26

Branch Locations

200 West Roseburg Avenue, Modesto, CA 95350 • 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
Grimbleby Coleman Cpas Modesto CA 10/2004 Present
Integrated Wealth Concepts Waltham MA 10/2023 Present
  • 10/2004 → Present
    Grimbleby Coleman Cpas
    Modesto, CA
  • 10/2023 → Present
    Integrated Wealth Concepts
    Waltham, MA
Other Businesses

10/2004 - GRIMBLEBY COLEMAN CPAS - PRINCIPAL - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

Other Names
  • Jane Marie Johnson
  • Jane Johnson

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
PRINCIPAL SECURITIES, INC.

Nearby Investors

TODD E BARTON
KATRINA M MORGANSON
JESSE G CORTEZ

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · MODESTO, CA
LPL FINANCIAL LLC · MODESTO, CA
PRINCIPAL SECURITIES, INC. · MODESTO, CA

More in Modesto, CA

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