Jacob
Wallingford
Integrated Wealth Concepts LLC
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About this Advisor
Jacob Wallingford is a financial advisor based in Saint Joseph, Missouri with 1 year of relevant experience. Wallingford works at Integrated Wealth Concepts LLC. The advisor has gained experience at Decker Construction Services, Inc, Sam'S Club, Midwestern Baptist Theological Seminary, Missouri Western State University, Thrivent Investment Management Incc, Thrivent Financial, Stifel Nicolaus & Co Inc and Integrated Wealth Concepts. Wallingford holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Missouri and Texas. Integrated Wealth Concepts LLC is an advisory business that has its headquarters in Waltham, MA. It has offices in 57 locations and a total of 178 financial advisors. It has $8 billion in assets under management among its 17,089 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 24 charities and foundations. Of its 17,089 client accounts, 37% belong to high-net-worth investors who have at least $1 million in assets. The firm offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically depend on the type of financial services. Fees billed by Integrated Wealth Concepts LLC likely are comprised of any combination 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
Jacob Wallingford Work History
Jacob has been registered as a financial advisor for 1 years.*
Integrated Wealth Concepts
Stifel Nicolaus & Co Inc
Thrivent Investment Management Incc
Thrivent Financial
Thrivent Financial
Decker Construction Services, Inc
Missouri Western State University
Sam'S Club
Midwestern Baptist Theological Seminary
*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 Jacob Wallingford 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
Solana Beach, CA
Northbrook, IL
Waltham, MA
Solana Beach, CA
Waltham, MA
Saint Joseph, MO
Rockland, MA
Huntington 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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