Jackson Conner Mascari
Investment adviser representative at Integrated Wealth Solutions, LLC
10 yearsExperience
1 stateRegistered in
$114MFirm assets
Under 1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Integrated Wealth Solutions, LLCMay 2026 to now
- Integrated Wealth Solutions, LLC d/b/a Blackhawk Financial GroupApr 2026 to now
- S-squared SurgicalAug 2025 to Apr 2026
- Hershey Country ClubMay 2021 to Aug 2025
- StudentApr 2016 to Aug 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Integrated Wealth Solutions, LLC
$114MAssets managed
306Clients
8Advisers
Under 1 yearIn 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
- 8271844
- Firm CRD
- 334422