Daniel Jackson
Investment adviser representative at Integrated Wealth Concepts LLC
13 yearsExperience
1 stateRegistered in
$23.6BFirm assets
10 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 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
13 years in the industry.
- Integrated Wealth Concepts LLCMay 2026 to now
- UnemployedJan 2026 to Apr 2026
- Fisher InvestmentsJul 2023 to Dec 2025
- Southern Glazer's Wine & SpiritsJul 2021 to May 2023
- Home DepotMay 2020 to Aug 2020
- Anthony's Seafood RestaurantMay 2019 to Aug 2020
- Burger KingMay 2019 to Aug 2019
- Washington State UniversityAug 2018 to May 2021
- Kelly's Cafe & EspressoMay 2018 to Aug 2018
- Boise State UniversityMay 2017 to Aug 2018
- Panda Garden RestaurantDec 2015 to Dec 2017
- Peninsula High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7792033
- Firm CRD
- 284656