Thomas Justin Kozelka
Investment adviser representative at Integras Partners, LLC
22 yearsExperience
1 stateRegistered in
$244.8MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Integras Partners, LLCJun 2026 to now
- Adapt Wealth Advisors, LLCMar 2024 to Jun 2026
- Cambridge Investment Research Advisors, Inc.Feb 2023 to Mar 2024
- Cambridge Investment Research, Inc.Aug 2022 to Mar 2024
- Janus Henderson Distributors US LLCJan 2022 to Aug 2022
- Janus Henderson Investors US LLCJan 2021 to Aug 2022
- Janus Distributors LLCOct 2004 to Jan 2022
- Janus Management Holdings CorpOct 2004 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Integras Partners, LLC
$244.8MAssets managed
188Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2786921
- Firm CRD
- 172979