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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 Schmitt is a financial advisor with William Blair, a firm with a long history of providing investment management and research services. Jeffrey has worked in the financial industry since 2006, having previously worked at Macquarie Capital (USA) Inc. and Fox-Pitt Kelton Cochran Caronia Waller (USA) LLC. He currently holds a Series 7, Series 86, Series 87 and Series 63 license as well as the SIE exam and has been registered in Illinois since 2014. Jeffrey and his firm focus on providing financial planning and investment management services to individuals, corporations, investment companies, and pooled investment vehicles.
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.
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.
Equity research services
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.
1
2
IL
07/07/2014 - Present
William Blair (CHICAGO IL)
IL
12/01/2009 - 06/16/2010
MACQUARIE CAPITAL (USA) INC. (CHICAGO IL)
IL
09/04/2007 - 12/01/2009
FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC (CHICAGO IL)
IL
12/07/2006 - 08/31/2007
COCHRAN CARONIA WALLER SECURITIES LLC (CHICAGO IL)
BC
Issued 07/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2014
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/03/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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