Unclaimed
Jeffrey Condren is a financial advisor who has been in the industry for over a decade. Jeffrey is currently a registered representative with Mesirow Financial Investment Management, Inc. Jeffrey's previous experience includes roles at J.P. Morgan Institutional Investments Inc. and J.P. Morgan Securities Inc. Jeffrey holds a Series 66, Series 7 and SIE license and is registered in several states.
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.
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.
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.
1
2
IL
11/15/2016 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
IL
04/29/2010 - 02/06/2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
IL
10/01/2008 - 04/29/2010
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
08/22/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
BOTH
Issued 10/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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