# JEFFREY GENE ENGELMAN

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INTEGRATED WEALTH CONCEPTS LLC](https://search.stillhousedata.com/firm/284656) | 2023-05-10 | present | Yes |
| [PRISM FINANCIAL STRATEGIES, LLC](https://search.stillhousedata.com/firm/289033) | 2017-08-23 | 2023-12-14 | — |
| [VISION INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/109621) | 2013-04-23 | 2017-08-24 | — |
| [BANCWEST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/29357) | 2011-09-13 | 2013-04-23 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2011-09-13 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2006-09-06 | 2009-06-01 | — |
| [RAYMOND JAMES FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/6694) | 2003-04-09 | 2006-07-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4338185)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4338185.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.