Brian Jeffrey Matthews
Investment Adviser Representative at Integrated Wealth Concepts LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Jeffrey Matthews is an investment adviser representative with Integrated Wealth Concepts LLC in San Diego, CA, where they have been registered since 2025. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Steelpeak Wealth, LLC and The Investment Counsel Company. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California, Nevada, and Texas.
Office
Advisors at this office: 34
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Nevada, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Investment Counsel CompanyJul 2020 – Jul 2023Las Vegas, NV
- The Church of Jesus Christ of Latter-Day SaintsJan 2015 – Jan 2017Santiago
- Brigham Young UniversityJan 2017 – May 2020Provo, UT
- Northwestern MutualMay 2017 – Dec 2017Provo, UT
- Elite ITMay 2018 – Aug 2018Orem, UT
- WalmartJun 2019 – Aug 2019Bentonville, AR
- UnemployedApr 2020 – Jul 2020Spanish Fork, UT
- Steel Peak Wealth Management, LLCJul 2023 – Feb 2025Las Vegas, NV
- Integrated Wealth Concepts LLCFeb 2025 – no end date reportedWaltham, MA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Integrated Wealth Concepts LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 465
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Waltham, MA
- SEC file number:
- 801-108179
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 3, 2026
View full firm profileOther advisors at Integrated Wealth Concepts LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Jeffrey Matthews has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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