Invested Better
Unclaimed

Unclaimed

Unclaimed

Jillian Alsheimer

Perella Weinberg Partners LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jillian? Claim Your Profile

About Jillian Alsheimer

Jillian Alsheimer is a registered representative at Perella Weinberg Partners LP in New York, NY. Jillian has been in the industry since September 12, 2020. Jillian previously worked at Goldman Sachs & Co. LLC in New York, NY. Jillian holds a Series 63, Series 79TO, Series 24 and SIE licenses. Jillian is registered in New York.

Firm Information

Jillian Alsheimer is currently registered with Perella Weinberg Partners LP. Perella Weinberg Partners LP is an investment banking firm established in 2005. They offer a wide range of advisory services, including mergers and acquisitions, restructuring, and capital raising. The firm is registered with the Securities and Exchange Commission (SEC) and is licensed to conduct business in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

255

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jillian Alsheimer’s Registration & Firm History

NY

12/20/2023 - Present

Perella Weinberg Partners LP (NEW YORK NY)

NY

08/31/2020 - 12/06/2023

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

Not sure if Jillian Alsheimer is right for you?

Licenses & Designations

BC

Issued 03/18/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/2023

Series 24 - General Securities Principal Examination

BC

Issued 08/29/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/13/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jillian Alsheimer.
Not sure if Jillian Alsheimer is right for you?