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Jeffrey Stann Levine

Integrated Wealth Concepts LLC

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About Jeffrey Stann Levine

Jeffrey Levine is an investment advisor representative with Integrated Wealth Concepts LLC in Newton, Massachusetts. Jeffrey has been in the industry since January 16, 2013. Jeffrey is registered with the state of Massachusetts. Jeffrey Levine is also registered with the Securities Industry and Financial Markets Association (FINRA) and the Securities Investor Protection Corporation (SIPC). The firm is licensed to provide investment advisory services. Integrated Wealth Concepts LLC is an independent registered investment advisor (RIA) with over $13 billion in assets under management. The firm offers various investment advisory services, including financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses. The firm's compensation structure includes fixed fees, hourly charges, and a percentage of assets.

Firm Information

Jeffrey Levine 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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Jeffrey Levine’s Registration & Firm History

MA

10/17/2016 - Present

Integrated Wealth Concepts LLC (Newton MA)

IN

01/16/2013 - 11/10/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 07/30/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Stann Levine.
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