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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 Jones is a financial advisor with Curi RMB Capital, LLC, a firm based in Chicago, IL. Jeffrey has been in the financial industry for over 18 years. He has a Series 7 and Series 66 license and has been registered as an Investment Advisor Representative in Illinois since 2017. He is also a Chartered Financial Analyst. Prior to joining Curi RMB Capital, LLC Jeffrey worked at Credit Suisse Securities (USA) LLC and IronBridge Capital Management, LP. Jeffrey specializes in providing financial advice to individuals, high net worth individuals, corporations, pooled investment vehicles, investment companies, charitable organizations, and pension and profit-sharing plans.
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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IL
06/29/2017 - Present
Curi RMB Capital, LLC (CHICAGO IL)
IL
09/25/2003 - 04/01/2011
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
BOTH
Issued 12/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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