Integrated Wealth Solutions
Director of 401(k) Plans
Domicile State: KS
Phone: 913-948-7393Fax: 888-486-6419E-mail: firstname.lastname@example.org
Jon joined Integrated Wealth Solutions in June 2016 as the Director of Retirement Plans bringing with him over 24 years of financial services experience. He is responsible for all aspects of client service for our retirement plan clients. Jon earned a Bachelor's Degree in Business Management from Emporia State University. Through his 24-year career, Jon has also gained and currently holds the FINRA Series 7 securities registration.
Greg Harvey is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC.
Member SIPC Supervisory Office 10975 Benson, Suite 350, Overland Park, KS 66210 (913) 234-0300.
Integrated Wealth Solutions is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CA Insurance License #0H48863 CRN202205-261638
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