Market Overview

Integrated Wealth Management Welcomes Thirteenth Advisor in 3 Years


The month of June brought a new financial advisor to Integrated Wealth Management. Jason Nettleton has joined the firm as Senior Vice President & Financial Advisor.

Jason Nettleton is the thirteenth advisor to join Integrated Wealth Management since November 2013. Jason brings over 17 years of experience. Jason was a Vice President-Senior Financial Consultant at Fidelity Investments where he managed over $400 million of client assets. Prior to his 10-year tenure at Fidelity Investments, Jason worked with WM Financial Services and PaineWebber.

"I am excited to join IWM," Jason Nettleton said. "I feel this move allows me to provide the transparent and full service experience I want to offer clients. Partnering with IWM allows me to stay focused on the client experience, while leveraging their support and community presence."

Jim Casey, Integrated Wealth Management President and CEO, is proud to see his self-proclaimed "one-advisor shop" grow. "It has only been 7 years since IWM was a one-advisor shop," Jim Casey said. "I am proud to see us grow so quickly. It is a testament to what IWM and being independent can offer advisors and their clients." Integrated Wealth Management now has seventeen advisors and approximately $1.3 billion in assets under management.

Jason Nettleton joined Integrated Wealth Management's Palm Desert office and can be reached at 760.406.5831 or at

About Integrated Wealth Management: Integrated Wealth Management is an independent wealth management firm providing thoughtful and proactive financial advice to individuals, businesses, and nonprofits. Integrated Wealth Management's focus is helping clients attain their current and future financial goals by providing a high level of personalized service, expertise, and adapting quickly to changing client circumstances, market conditions or tax laws. The full-service firm, founded in 1995, has offices in Palm Springs, CA, Palm Desert, CA, Newport Beach, CA, Boise, ID, and Anchorage, AK. Integrated Wealth Management provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. For more information: or 866-888-6563 x. 402 or

Provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Form ADV contains important information about the advisory services, fees, business, background and experience of advisory personnel. Form ADV publicly available:

Integrated Wealth Management
Erik Mora, 760.834.7206
Chief Marketing Officer

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