Integrated Wealth Concepts
42yrs
Top advisor by experience in Rockland
41yrs
Jay Irving has worked in the financial industry for 41 years and is a fiduciary financial advisor based in Rockland, Massachusetts. Jay has been with LPL Financial since 2006. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 43 advisors with offices in Rockland, and one of 40 fiduciaries.
At a glance
Experience41 years (since 1986)
How that compares ?Top 3% by experience nationwide
Office800 Hingham Street, Rockland, MA 02370
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2006 – nowLPL Financial LLCCurrent firm
Contact Jay
Local office(781) 871-9160Ask for Jay. (704) 733-3300Main office · Fort Mill, SC 800 Hingham StreetRockland, MA 02370Office · Get directions Facebook pageLPL Financial
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Questions to ask Jay
Tailored to Jay’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jay
How do I contact Jay?
Call Jay’s local office at (781) 871-9160 or the LPL Financial main office at (704) 733-3300, and ask for Jay Irving.
How long has Jay been a financial advisor?
Jay has been in the industry since 1986, about 41 years. Top 3% by experience nationwide.
What licenses does Jay hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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