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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Charles Pearsall is a financial advisor registered in Illinois and has been in the industry since 1993. He holds multiple licenses, including the Series 7, 63, 31 and 65. Jeffrey is currently working for Curi RMB Capital, LLC where he specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, institutions, and corporations. Previously, he was employed at UBS Financial Services Inc. and The Chicago Corporation. Jeffrey is a Certified Financial Planner and is also a figurehead director of Encore Inc & JWE Enterprise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
04/23/2005 - Present
Curi RMB Capital, LLC (CHICAGO IL)
NJ
07/01/1994 - 04/15/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IL
11/22/1993 - 07/12/1994
THE CHICAGO CORPORATION (CHICAGO IL)
IA
Issued 10/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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