Jeffrey K Corey
Investment adviser representative at Integrated Wealth Concepts LLC
12 yearsExperience
1 stateRegistered in
$23.6BFirm assets
10 yearsFirm in business
Are you Jeffrey K Corey? Claim your profile
Contact this firm
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
12 years in the industry.
- Integrated Wealth Concepts LLCMar 2025 to now
- Claro Advisors LLCMar 2018 to Jul 2025
- Mutual Securities IncMar 2018 to Dec 2019
- Stifel Nicolaus & Co IncNov 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 5853613
- Firm CRD
- 284656