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Jesse Joseph Segreto

BMO Family Office, LLC

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About Jesse Joseph Segreto

Jesse Joseph Segreto is a financial advisor with BMO Family Office, LLC. Jesse has been in the industry since 1998 and has extensive experience in providing investment advice and financial planning services. Jesse specializes in working with high-net-worth individuals, pooled investment vehicles, and families. Jesse is registered as an Investment Advisor Representative (IAR) with the state of California. Jesse holds the Series 3, Series 7, and Series 63 licenses.

Firm Information

Jesse Segreto is currently registered with BMO Family Office, LLC. BMO Family Office, LLC is a Chicago, IL-based registered investment advisor with approximately $8.13 billion in regulatory assets under management. The firm provides investment advisory, financial planning, and other services to high-net-worth individuals and pooled investment vehicles.
BMO Family Office, LLC

320 SOUTH CANAL STREET

CHICAGO, IL 60606

$8.13B

Assets Under Management

17

Total Clients

11

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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asset allocation, performance measurement, non-discretionary investment advisory, and subadvisory services

Asset allocation, performance measurement, non-discretionary investment advisory, and subadvisory services

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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Jesse Segreto’s Registration & Firm History

IL

01/01/2025 - Present

BMO Family Office, LLC (CHICAGO IL)

CA

07/14/1998 - 08/10/2006

UBS FINANCIAL SERVICES INC. (SANTA BARBARA CA)

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Licenses & Designations

IA

Issued 08/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2003

Series 3 - National Commodity Futures Examination

BC

Issued 07/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jesse Joseph Segreto.
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