JEFFREY GENE ENGELMAN is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with INTEGRATED WEALTH CONCEPTS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | 2023-05-10 | present | Yes |
| PRISM FINANCIAL STRATEGIES, LLC | 2017-08-23 | 2023-12-14 | — |
| VISION INVESTMENT ADVISORS, LLC | 2013-04-23 | 2017-08-24 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2011-09-13 | 2013-04-23 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2011-09-13 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2006-09-06 | 2009-06-01 | — |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | 2003-04-09 | 2006-07-26 | — |