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Jason Evan Grantz

Integrated Wealth Concepts LLC

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About Jason Evan Grantz

Jason Grantz is an investment advisor representative registered with Integrated Wealth Concepts LLC. Jason has been in the securities industry since 1996. Jason has passed the Series 6, 7, 63, 65 and 66 exams. Jason has been employed with LPL Financial, LLC since 2021 and with Integrated Wealth Concepts, LLC since 2021. Integrated Wealth Concepts LLC is a fee-based firm that provides a range of financial planning and investment advisory services to individuals, businesses, and institutions. Jason is also affiliated with Unified Trust Company.

Firm Information

Jason Grantz is currently registered with Integrated Wealth Concepts LLC. Integrated Wealth Concepts LLC is an investment advisory firm based in Waltham, Massachusetts. With over 190 licensed agents and 423 individuals working in investment advisory functions, they manage over $13.5 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting.
Integrated Wealth Concepts LLC

200 5TH AVENUE

WALTHAM, MA 02451

$13.50B

Assets Under Management

6

Total Clients

333

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Grantz’s Registration & Firm History

NJ

05/05/2022 - Present

Integrated Wealth Concepts LLC (Highland Park NJ)

TN

07/23/1997 - 07/20/2005

ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)

NJ

04/18/1996 - 06/05/1997

COPELAND EQUITIES, INC. (SOMERSET NJ)

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Licenses & Designations

IA

Issued 02/22/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/13/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2005

Series 7 - General Securities Representative Examination

BC

Issued 04/17/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Evan Grantz.
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