Gulsanga
Jalawan
Integrated Wealth Concepts LLC
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About this Advisor
Gulsanga Jalawan is a financial advisor operating out of Vienna, Virginia who has 7 years of industry experience. Jalawan works at Integrated Wealth Concepts LLC. Over the course of their career, Jalawan has held roles at Lincoln Financial Advisors, Lpl Financial, LLC and Integrated Wealth Concepts LLC. Jalawan maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Virginia. Integrated Wealth Concepts LLC is an advisory firm operating out of Waltham, MA. The company has offices in 57 locations and a total of 178 advisors. It administers $8 billion in assets among its 17,089 accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 24 charities and foundations. Of its 17,089 client accounts, 37% are associated with high-net-worth individuals who have more than $1 million in assets. Integrated Wealth Concepts LLC performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically are based on which service is provided. Fee types charged by Integrated Wealth Concepts LLC can include 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
Gulsanga Jalawan Work History
Gulsanga has been registered as a financial advisor for 7 years.*
Lpl Financial, LLC
Integrated Wealth Concepts LLC
Lincoln Financial Advisors
*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 Gulsanga Jalawan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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