Jon Gonthier (CRD# 5623913) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 15 years of experience in the finance industry.
CRD# 6224921
Amundi Asset Management Us, Inc.
CRD# 6401139
Eagle Strategies LLC
CRD# 5839878
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Waltham, MA | Jun 2018 - Current | 5 |
| Integrated Wealth Concepts LLC | Waltham, MA | Jun 2018 - Current | 5 |
| State Street Global Markets, LLC | Boston, MA | May 2017 - May 2018 | 1 |
| State Street Bank And Trust Co | Boston, MA | May 2008 - May 2018 | 10 |
| State Street Global Markets, LLC | Boston, MA | Dec 2008 - May 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
- MA
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Total Assets Under Management12,394MILLIONS
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Total Number of Accounts44,485ACCOUNTS
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Average Account Value$278,622
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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