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Jon Gonthier

Integrated Wealth Concepts LLC

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About Jon Gonthier

Jon Gonthier is a financial advisor with Integrated Wealth Concepts LLC. Jon is a CERTIFIED FINANCIAL PLANNER™ professional and has over 10 years of experience in the financial services industry. Jon works with individuals, families, and businesses to develop personalized financial plans that help them achieve their financial goals. Jon is committed to providing his clients with the highest level of service and expertise. He also has experience with a wide range of financial products and services, including investment management, retirement planning, and estate planning. Jon is committed to helping his clients make informed financial decisions that will help them secure their financial future.

Firm Information

Jon Gonthier 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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Jon Gonthier’s Registration & Firm History

MA

06/07/2018 - Present

Integrated Wealth Concepts LLC (WALTHAM MA)

MA

05/01/2017 - 05/30/2018

STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)

MA

01/01/2009 - 05/01/2017

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 03/10/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2015

Series 3 - National Commodity Futures Examination

BC

Issued 12/31/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Gonthier.
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