Jeffrey Cowling
Jeffrey Cowling is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Glastonbury, CT, with 36 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
95 Glastonbury Boulevard, 3rd Floor, Suite 301, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2009Customer Dispute
February 2009Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Jeffrey operates his LPL business through Integrated Financial Partners and provides investment advisory services through Integrated Wealth Concepts, dedicating nearly all of his time to these activities. He also spends minimal time on non-variable insurance products including accident/health, disability, LTC, and traditional life insurance.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.