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Jason William Rankin

Integrated Wealth Concepts LLC

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About Jason William Rankin

Jason Rankin is a financial advisor with over 19 years of experience in the financial services industry. Jason is currently registered with Integrated Wealth Concepts LLC and holds Series 7 and Series 66 licenses. Jason has previously worked with Wells Fargo Clearing Services, LLC and M.S. Howell & Co. Jason's experience encompasses a broad range of financial services, including financial planning, pension consulting, and investment management. Jason is a Certified Financial Planner and has a long history of providing financial advice to individuals, families, businesses, and charitable organizations.

Firm Information

Jason Rankin 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 Rankin’s Registration & Firm History

CA

02/03/2023 - Present

Integrated Wealth Concepts LLC (FRESNO CA)

CA

05/13/2004 - 09/23/2019

WELLS FARGO CLEARING SERVICES, LLC (FRESNO CA)

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Licenses & Designations

BOTH

Issued 07/14/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason William Rankin.
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