Jason
Pivoz
Integrated Wealth Concepts LLC
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About this Advisor
Jason Pivoz is a financial advisor based in Bloomfield Hills, Michigan, working with Integrated Wealth Concepts LLC. Jason has previously held positions at Mellen, Smith & Pivoz Plc, Lpl Financial LLC, Integrated Wealth Concepts, LLC, and Wealthcare Advisory Partners LLC. Jason has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Jason is part of Integrated Wealth Concepts LLC, which operates out of Bloomfield Hills, Michigan. The firm has 120 offices and 424 employees. The firm manages assets totaling $12.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Integrated Wealth Concepts LLC includes asset-based, hourly, and fixed fees.
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Integrated Wealth Concepts LLC Brokerage Details
$12,394,481,000
424
44,485
$278,622
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jason Pivoz Work History
Integrated Wealth Concepts, LLC
Wealthcare Advisory Partners LLC
Lpl Financial LLC
Mellen, Smith & Pivoz Plc
Disclosures
Please visit the SEC profile of Jason Pivoz 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
Leominster, MA
Waltham, MA
Waltham, MA
New Bedford, MA
Gig Harbor, WA
Waltham, MA
Worcester, MA
Great Falls, MT
The content in this profile was updated by SmartAsset on 6/19/2024. 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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