Jordan Shoji Iwasaki

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

• 01/2024 → 08/2024
  Triad Advisors
  Atlanta, GA
• 10/2023 → 12/2023
  Unemployed
  Honolulu, HI
• 06/2022 → 10/2023
  Office Of Wendell Morita Dds
  Kailua, HI
• 09/2019 → 12/2019
  Loyola Marymount University
  Los Angeles, CA
• 06/2019 → 08/2019
  Law Offices Of Vladimir P. Devens
  Honolulu, HI
• 09/2018 → 05/2019
  Loyola Marymount University
  Los Angeles, CA
• 06/2018 → 08/2018
  Koa Pancake House
  Honolulu, HI
• 01/2014 → 05/2018
  Iolani School
  Honolulu, HI
• 01/2024 → 01/2025
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 12/2019 → 01/2020
  Law Offices Of Vladimir P. Devens
  Honolulu, HI
• 08/2019 → 06/2020
  Queen's Hospital
  Honolulu, HI
• 02/2020 → 05/2020
  Loyola Marymount University
  Los Angeles, CA
• 06/2020 → 01/2021
  Law Offices Of Vladimir P. Devens
  Honolulu, CA
• 09/2020 → 12/2020
  Loyola Marymount University
  Los Angeles, CA
• 02/2021 → 05/2021
  Loyola Marymount University
  Los Angeles, CA
• 06/2021 → 07/2021
  Law Offices Of Vladimir P. Devens
  Honolulu, HI
• 09/2021 → 05/2022
  Loyola Marymount University
  Los Angeles, CA
• 09/2021 → 05/2022
  Its Asset Management Lmu
  Los Angeles, CA
• 08/2024 → 01/2025
  Osaic Wealth, Inc.
  Honolulu, HI
• 02/2025 → Present
  Lpl Financial
  Honolulu, HI
• 01/2025 → Present
  Integrated Partners
  Honolulu, HI

Previous Registrations

• 2024-08-06 → 2025-01-02
  Onedigital
  Honolulu, HI
  Overland Park, KS

Other Businesses

1) 02/20/2025 - Investor Group HI - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 02/20/2025 - Retirement DNA - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3) 02/20/2025 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 4) 02/20/2025 - Integrated Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 5) 02/20/2025 - Jordan Iwasaki - Non-Variable Insurance - Non-Variable Insurance 6) 02/20/2025 - Jordan Iwasaki Sole Prop - Business Entity For Tax/Investment Purposes Only - Non Inv Rel - Honolulu, HI - Start: 07/2024 - 60 Hr/Mth 7) 02/26/2025 - Integrated Partners - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/02/2025 - 50 hours per month/ 4 hours during trading 8) 02/26/2025 - Retirement DNA- Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 50 hours per month/ 4 hours during trading 9) 02/26/2025 - Investor Group HI- Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 50 hours per month/ 4 hours during trading 10) 02/26/2025 - Integrated Financial Partners - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/02/2024 - 50 hours per month/ 4 hours during trading 11) 02/26/2025 - Integrated Wealth Concepts, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/02/2025 - 50 hours per month/ 4 hours during trading - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-05

Other Names

• Jordan Iwasaki