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Jeffrey Armstrong

Integrated Wealth Concepts LLC
24 Years of Experience
Fairfax, VA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jeffrey Armstrong is a registered investment advisor at Integrated Wealth Concepts LLC, based in Fairfax, VA, with 24 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 29,848 clients with $24B in assets under management.

Integrated Wealth Concepts LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
480 advisors
Number of Clients
29,848 clients
Average Client Portfolio
$790K average
Assets Under Management
$23.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees range up to 2.25% depending on the size of the relationship and service complexity. Certain wrap fee program tiers feature lower asset-based rates ranging from 0.15% to 0.30%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4000 Legato Rd, Suite 410, Fairfax, VA, 22033

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History

Regulatory History (1)
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Customer Dispute
September 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey operates his LPL business through Integrated Financial Partners and Integrated Wealth Concepts, spending nearly all of his time providing investment advisory services. He also spends about a quarter of his time on JMA Wealth Management for tax/investment purposes and a minimal amount of time on a family personal loan.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
November 2016 - Present · 9 yrs 11 mos
LPL Financial LLCBroker
October 2016 - Present · 10 yrs
LPL Financial LLC
October 2016 - Present · 10 yrs
Previous Registrations
LPL Financial LLC
November 2025 - December 2025 · 1 mo
LPL Financial LLC
February 2021 - June 2022 · 1 yr 4 mos
Lincoln Financial Advisors CorporationBroker
September 2011 - October 2016 · 5 yrs 1 mo
Lincoln Financial Advisors Corporation
September 2011 - October 2016 · 5 yrs 1 mo
Ameriprise Financial Services, INC.
September 2002 - September 2011 · 9 yrs
Ameriprise Financial Services, INC.Broker
September 2002 - September 2011 · 9 yrs
Ids Life Insurance CompanyBroker
September 2002 - July 2006 · 3 yrs 10 mos
State Registrations17 states
CADCFLGAINMDNCNJNYOHPASCTXVAWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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