Morgan Stanley
46yrs
Top advisor by experience in Woodland Hills
4yrs
Jackleen Sawiris
Financial advisor at Integrated Wealth Concepts
Jackleen Sawiris is a financial advisor in Woodland Hills, California, with 4 years in the industry. Jackleen joined Integrated Wealth Concepts in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office21600 Oxnard Street Suite 2000, Woodland Hills, CA 91367
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$781,916
Advisors at the firm475
States licensed ?1 state
Services through Integrated Wealth Concepts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
None listed.
Career
- 2023 – nowIntegrated Wealth Concepts LLCCurrent firm
Questions to ask Jackleen
Tailored to Jackleen’s registration and firm.
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Jackleen
How do I contact Jackleen?
Call Integrated Wealth Concepts at (781) 890-3045 and ask for Jackleen Sawiris. Jackleen works from the Woodland Hills, CA office.
How long has Jackleen been a financial advisor?
Jackleen has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Jackleen hold?
No exams are listed on the official record.
Is Jackleen a fiduciary?
Jackleen is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jackleen paid?
Integrated Wealth Concepts reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jackleen 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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