JEREMY DAVID GOTTLIEB is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with INTEGRATED WEALTH CONCEPTS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | 2019-01-17 | present | Yes |
| IFP ADVISORS, LLC | 2012-01-09 | 2019-01-17 | — |
| LUCIA CAPITAL GROUP | 2010-04-09 | 2011-12-13 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2007-08-17 | 2007-09-27 | — |
| RAYMOND J. LUCIA COMPANIES, INC. | 2006-01-19 | 2010-11-10 | — |
| RJL FINANCIAL NETWORK, L.L.C. | 2004-05-17 | 2006-03-07 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2002-04-29 | 2007-08-17 | — |