Jacob C. Kent
Professional summary
Jacob C Kent, who also goes by Jacob Charles Kent, Jacob Kent, is a registered financial advisor currently at INTEGRATED WEALTH SOLUTIONS, LLC located in York, Pennsylvania.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jacob has worked at 4 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacob C Kent's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 13, 2026 - Present
INTEGRATED WEALTH SOLUTIONS, LLC
Office #1: 2215 E. Market St, York, PA 17402August 19, 2017 - December 31, 2018
PFS INVESTMENTS INC.
June 20, 2012 - September 21, 2012
INVEST FINANCIAL CORPORATION
May 17, 2012 - September 21, 2012
INVEST FINANCIAL CORPORATION
August 13, 2008 - October 9, 2008
EDWARD JONES
July 21, 2008 - October 9, 2008
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/13/2026)
Exams
Current Firm
INTEGRATED WEALTH SOLUTIONS, LLC
CRD#: 334422 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 488 |
| AUM (Assets Under Management) | $ 52,939,097 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INTEGRATED WEALTH SOLUTIONS, LLC
CRD#: 334422York, PA 17402TRUST BUT VERIFY
Monitor Jacob Kent
Get automatic monthly alerts on:
