Jeffrey
Cowling

Integrated Wealth Concepts LLC

CRD#1938560
Investment Advisor
in Glastonbury, CT

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About this Advisor

Jeffrey Cowling is a certified financial planner working out of Glastonbury, Connecticut with 7 years of industry experience. Cowling is an advisor for Integrated Wealth Concepts LLC. Throughout their career, Cowling has worked at Lincoln Financial Advisors Corp, Lpl Financial LLC and Integrated Wealth Concepts, LLC. Cowling maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to operate in Connecticut and Massachusetts. Integrated Wealth Concepts LLC is a registered investment firm based out of Waltham, MA. It has offices in 57 locations and a total of 178 people on staff. It administers $8 billion in assets under management among its 17,089 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 24 charities and foundations. Of its 17,089 client accounts, 37% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on the type of services. Fee types billed by Integrated Wealth Concepts LLC most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

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

115 Glastonbury Blvd
Glastonbury, CT 06033

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Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$7,465,967,800

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

178

CT Average: 118
Total Number of Accounts

17,089

CT Average: 4,567
Average Account Size

$436,887

CT 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

Jeffrey Cowling Work History

Jeffrey has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Lpl Financial LLC

2016 - Present (8 years)

Integrated Wealth Concepts, LLC

2003 - 2016 (13 years)

Lincoln Financial Advisors Corp

*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 Jeffrey Cowling 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

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