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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Engelman is a financial advisor with over 20 years of experience in the industry. Currently, Jeffrey is registered as an Investment Advisor Representative with Integrated Wealth Concepts LLC and is licensed to provide financial advice in Colorado and Texas. Jeffrey has previously worked with a variety of firms, including Vision, BancWest Investment Services, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Raymond James Financial Services, Inc., Edward Jones, and Vision Brokerage Services, LLC. Jeffrey has a strong educational background and holds the Series 3, 7, 30, 63, and 65 licenses as well as the SIE exam. In addition to his work as an Investment Advisor Representative, Jeffrey is also an insurance agent with Prism Insurance Strategies. Jeffrey’s primary focus is in providing financial planning, pension consulting, and portfolio management services for individuals. Jeffrey specializes in working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Integrated Wealth Concepts LLC is headquartered in Waltham, MA and has a branch office in Denver, CO. Integrated Wealth Concepts LLC manages over $13.5 billion in assets for over 22,706 clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
05/10/2023 - Present
Integrated Wealth Concepts LLC (DENVER CO)
CT
05/23/2013 - 08/24/2017
VISION (STAMFORD CT)
CO
08/16/2011 - 04/23/2013
BANCWEST INVESTMENT SERVICES, INC. (DENVER CO)
NE
06/01/2009 - 09/13/2011
MORGAN STANLEY SMITH BARNEY (LINCOLN NE)
NE
07/26/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LINCOLN NE)
MO
01/08/2003 - 07/26/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
MO
06/06/2002 - 11/22/2002
EDWARD JONES (ST. LOUIS MO)
CT
04/23/2001 - 06/06/2002
VISION BROKERAGE SERVICES, LLC (STAMFORD CT)
IA
Issued 04/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2004
Series 30 - NFA Branch Manager Examination
BC
Issued 08/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2000
Series 3 - National Commodity Futures Examination
Active
Inactive
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