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JM

Jackson Conner Mascari

INTEGRATED WEALTH SOLUTIONS
Camp Hill, PA
·CRD# 8271844·1 year experience

Professional Summary

Jackson Conner Mascari is a registered financial advisor currently at INTEGRATED WEALTH SOLUTIONS, LLC located in Camp Hill, Pennsylvania. Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jackson has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

INTEGRATED WEALTH SOLUTIONS, LLC·CRD# 334422
RIA
150 Corporate Center Drive Suite 204, Camp Hill, PA 17011
May 19, 2026 - Present

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Current Firm

IW
INTEGRATED WEALTH SOLUTIONS, LLC

BLACKHAWK FINANCIAL GROUP | INTEGRATED WEALTH SOLUTIONS, LLC | FIRM FOUNDATION WEALTH | EEP & ASSOCIATES LLC

CRD#: 334422 / SEC#: 801-137270
RIA
Registered Investment Advisory firm - SEC (9/11/2026 Approved)
Maryland
Registered Investment Advisory firm - Maryland (9/15/2026 Termination Requested)
North Carolina
Registered Investment Advisory firm - North Carolina (3/3/2026 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (9/16/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2651 Carnegie Road, York, PA 17402

Phone Number

(717) 313-2220

# of Employees

8

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A (9/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

883

AUM (Assets Under Management)

$114,000,000

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
INTEGRATED WEALTH SOLUTIONS, LLC

BLACKHAWK FINANCIAL GROUP | INTEGRATED WEALTH SOLUTIONS, LLC | FIRM FOUNDATION WEALTH | EEP & ASSOCIATES LLC

CRD#: 334422 / SEC#: 801-137270
RIA
Registered Investment Advisory firm - SEC (9/11/2026 Approved)
Maryland
Registered Investment Advisory firm - Maryland (9/15/2026 Termination Requested)
North Carolina
Registered Investment Advisory firm - North Carolina (3/3/2026 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (9/16/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Pennsylvania
(5/19/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2026About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jackson Conner Mascari's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JM
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