Abraham & CO.
46yrs
Top advisor by experience in Gig Harbor
3yrs
Daniel Jackson
Financial advisor at Integrated Wealth Concepts
Daniel Jackson has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Gig Harbor, Washington. After two years at Fisher Investments, Daniel joined Integrated Wealth Concepts in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Integrated Wealth Concepts reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 137 advisors with offices in Gig Harbor, and one of 132 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office3025 Harborview Drive, Gig Harbor, WA 98335
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.
Series 65Uniform Investment Adviser Law Examination
Career
- Jun 2026 – nowIntegrated Wealth Concepts LLCCurrent firm
- 2023 – 2025Fisher InvestmentsPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Integrated Wealth Concepts at (781) 890-3045 and ask for Daniel Jackson. Daniel works from the Gig Harbor, WA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Integrated Wealth Concepts reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel 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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