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Jeremy Commeret

Integrated Wealth Concepts LLC

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About Jeremy Commeret

Jeremy Commeret is an investment advisor representative with Integrated Wealth Concepts LLC and is registered with the state of California and Texas. Jeremy has been in the industry since 2003 and has a wide range of experience with investment advisory services. Jeremy has also been active in real estate investing and rentals for over a decade and is a shareholder and business operations manager for Apollo Accountancy Solutions, providing tax preparation, accounting and CPA services. Jeremy is dedicated to providing personalized financial guidance and investment strategies that are tailored to each client's unique needs and goals.

Firm Information

Jeremy Commeret 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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Jeremy Commeret’s Registration & Firm History

CA

02/04/2021 - Present

Integrated Wealth Concepts LLC (VISALIA CA)

CA

02/10/2006 - 02/27/2014

WADDELL & REED, INC. (COSTA MESA CA)

CA

02/06/2006 - 02/15/2006

LINSCO/PRIVATE LEDGER CORP. (VISALIA CA)

KS

09/11/2003 - 02/09/2006

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 09/25/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeremy Commeret. Review regulatory record here.
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