Jeffrey Cowling, financial advisor Glastonbury CT
86 score

Jeffrey Cowling

CRD Number: 1938560
Current Firm: Integrated Wealth Concepts LLC

Jeffrey Cowling (CRD# 1938560) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 16 years of experience in the finance industry. Jeffrey Cowling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Integrated Wealth Concepts, LLC Glastonbury, CT Oct 2016 - Current 1
Lpl Financial LLC Glastonbury, CT Oct 2016 - Current 1
Lincoln Financial Advisors Corp Glastonbury, CT Dec 2003 - Sep 2016 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S66 NASAA Uniform Combined State Law Examination May 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey E. Cowling
Phone Number: (781) 890-3045
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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