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Stephen Stanton Jackson

Integrated Wealth Management, Inc.

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About Stephen Stanton Jackson

Stephen Stanton Jackson is an investment advisor representative with Integrated Wealth Management, Inc. in Uniontown, OH. Stephen has been in the financial services industry for several years. Stephen is a registered Investment Advisor representative in the state of Ohio. Stephen is also registered with the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7) and Uniform Investment Adviser Law Examination (Series 65) exams. Stephen specializes in providing financial planning and portfolio management services to individuals, corporations, and pension and profit-sharing plans.

Firm Information

Stephen Jackson is currently registered with Integrated Wealth Management, Inc.. Integrated Wealth Management, Inc. is a registered investment advisor with 6 licensed agents, 5 investment advisor representatives, and 5 investment advisory functions. Their main office is located in UNIONTOWN, OH. The firm manages approximately $139,241,673 in assets across 860 accounts for various client types, including high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Integrated Wealth Management, Inc. offers a range of advisory services including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. They can be contacted through their website, IWMgameplan.com, or through their social media channels.
Integrated Wealth Management, Inc.

1790 TOWN PARK BLVD.

UNIONTOWN, OH 44685

$139.24M

Assets Under Management

5

Total Clients

4

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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other

Third party advisory fees

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Stephen Jackson’s Registration & Firm History

OH

01/16/2020 - Present

Integrated Wealth Management, Inc. (UNIONTOWN OH)

MO

12/21/2017 - 03/20/2018

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 12/21/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Stanton Jackson.
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