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GET TO KNOW OUR FIRM

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Jon Sudkin

Private Wealth Advisor

200 Fifth Avenue, Suite 4010
Waltham, MA 02451


Securities offered through LPL Financial, Member www.FINRA.org www.SIPC.org. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

 

Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.

Jon Sudkin CA Insurance #0C35903


Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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