Joseph Edward Johnston
Investment adviser representative at Integrated Wealth Concepts LLC
24 yearsExperience
1 stateRegistered in
ChFC®Designation
$23.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Integrated Wealth Concepts, LLCJul 2020 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to Jul 2020
- Northwestern Mutual Investment Services, LLCJan 2003 to Jul 2020
- Northwestern Mutual Life Insurance CompanyJul 2002 to Jul 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Integrated Wealth Concepts LLC
$23.6BAssets managed
29,848Clients
482Advisers
10 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
- 4620639
- Firm CRD
- 284656