Jon
Gonthier
Integrated Wealth Concepts LLC
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About this Advisor
Jon Gonthier is a chartered financial analyst based out of Waltham, Massachusetts with a total of 5 years of relevant experience. Gonthier is currently employed by Integrated Wealth Concepts LLC. Over the course of their career, Gonthier has held roles at State Street Bank And Trust Co, State Street Global Markets, LLC, Lpl Financial, LLC and Integrated Wealth Concepts LLC. Gonthier holds a Series 63 license, which qualifies them as a securities agent, and is able to advise clients in Massachusetts. Integrated Wealth Concepts LLC is a financial advisory business that has its headquarters in Waltham, MA. The investment advisory business has offices in 57 locations and a total of 178 people on staff. It handles $8 billion in total assets between its 17,089 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 24 charitable organizations. Of its 17,089 accounts, 37% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types charged by Integrated Wealth Concepts LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Wealth Concepts LLC Brokerage Details
$7,465,967,800
178
17,089
$436,887
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jon Gonthier Work History
Jon has been registered as a financial advisor for 5 years.*
Lpl Financial, LLC
Integrated Wealth Concepts LLC
State Street Global Markets, LLC
State Street Bank And Trust Co
State Street Global Markets, 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 Jon Gonthier 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
Saint Joseph, MO
Waltham, MA
Rockland, MA
Waltham, MA
Huntington Beach, CA
Northbrook, IL
Solana Beach, CA
Solana Beach, CA
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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