Jason
Rankin

Integrated Wealth Concepts LLC

CRD#3150388
Investment Advisor
in Fresno, CA

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About this Advisor

Jason Rankin is a certified financial planner who works in Fresno, California. Rankin is currently employed by Integrated Wealth Concepts LLC. Over the course of their career, they have held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Integrated Wealth Concepts, LLC, M.S. Howells & Co, Laurel Wealth Advisors and Strong Valley Wealth & Pension. Rankin has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Integrated Wealth Concepts LLC is a registered investment firm based in Waltham, MA. The firm has offices in 57 locations and a total of 178 employees. It administers $8 billion in assets between its 17,089 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 24 charitable organizations. Of its 17,089 client accounts, 37% are associated with high-net-worth individuals who have greater than $1 million in assets. Integrated Wealth Concepts LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which service is provided. However, fees billed by Integrated Wealth Concepts LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

45 River Park Place West Suite 103
Fresno, CA 93720

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Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$7,465,967,800

CA Average: $16,012,751,954
Total Number of Employees

178

CA Average: 118
Total Number of Accounts

17,089

CA Average: 4,567
Average Account Size

$436,887

CA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jason Rankin Work History

Jason has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Integrated Wealth Concepts, LLC

2019 - Present (5 years)

M.S. Howells & Co

2019 - Present (5 years)

Laurel Wealth Advisors

2019 - Present (5 years)

Strong Valley Wealth & Pension

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Rankin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Integrated Wealth Concepts LLC

Vanessa Pearson
Huntington Beach, CA
Christian Bryant
Saint Joseph, MO
Terrance Arges
Solana Beach, CA
Ann Swartz
Rockland, MA
Robert Brown
Waltham, MA
Darren Fabric
Northbrook, IL
Donald Rittenhouse
Solana Beach, CA
Joseph O'Loughlin
Waltham, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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