Jarrod Smith

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
MA	RA	APPROVED_RES	2024-03-19

MA RA
APPROVED_RES

Since 2024-03-19

Branch Locations

Weymouth, MA • 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

Organization	City	State	From	To
Integrated Wealth Concepts Llc	Waltham	MA	03/2024	Present
Route 3A Enterprises Llc	Weymouth	MA	12/2020	Present
Michael J Raymond Cpa	Hanover	MA	07/2019	06/2021
Suffolk University Gold Council Board	Boston	MA	06/2016	Present
Tremont Construction Management	Boston	MA	07/2017	06/2018

03/2024 → Present

Integrated Wealth Concepts Llc

Waltham, MA
12/2020 → Present

Route 3A Enterprises Llc

Weymouth, MA
07/2019 → 06/2021

Michael J Raymond Cpa

Hanover, MA
06/2016 → Present

Suffolk University Gold Council Board

Boston, MA
07/2017 → 06/2018

Tremont Construction Management

Boston, MA

Other Businesses

12/2020 - ROUTE 3A ENTERPRISES - CPA BUSINESS - PRESIDENT - NON-INV REL - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS