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Jennifer Wing

Geowealth Management LLC

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About Jennifer Wing

Jennifer Wing is an Investment Advisor Representative with Geowealth Management LLC, a firm headquartered in Chicago, IL. Jennifer has been in the industry since 2017 and is currently registered in Connecticut and Illinois. Jennifer holds Series 63, 65 and 7 licenses. Prior to joining Geowealth Management LLC, Jennifer worked for JPMorgan Chase Bank and J.P. Morgan Securities LLC.

Firm Information

Jennifer Wing is currently registered with Geowealth Management LLC. Geowealth Management LLC is an investment advisor based in Chicago, Illinois. They manage approximately $1 billion to $10 billion in assets and provide portfolio management services for individuals, businesses, and pooled investment vehicles. The firm also offers educational seminars and publishes periodicals. Geowealth Management specializes in serving high-net-worth individuals, corporations, and pension and profit-sharing plans.
Geowealth Management LLC

444 N. MICHIGAN AVENUE

CHICAGO, IL 60611

$12.33B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Wing’s Registration & Firm History

IL

01/31/2023 - Present

Geowealth Management LLC (CHICAGO IL)

NY

05/17/2018 - 10/04/2021

J.P. MORGAN SECURITIES LLC (New York NY)

NY

02/05/2018 - 02/14/2018

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

NY

11/07/2011 - 10/11/2012

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/09/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/06/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Wing.
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