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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Jawor is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. John David Jawor has been in the industry since January 10, 1993. John David Jawor's office is located at 1033 SKOKIE BLVD, NORTHBROOK, IL 60062. John David Jawor has passed the Series 7, Series 31, Series 63, Series 65, and SIE exams. John David Jawor is also registered as an Investment Advisor Representative in the states of Illinois and Texas. John David Jawor is a licensed agent for Merrill Lynch, Pierce, Fenner & Smith Inc. and is affiliated with Bank of America, N.A.. John David Jawor's specializations include retirement planning, college savings plans, estate planning, insurance, and financial planning. John David Jawor is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. and is a registered Investment Advisor Representative with the state of Illinois. John David Jawor is also registered as an Investment Advisor Representative with the state of Texas. John David Jawor provides financial advice to individuals, corporations, and other entities. John David Jawor's services include portfolio management, financial planning, retirement planning, and estate planning. John David Jawor's client base includes individuals, corporations, trusts, pension plans, and charitable organizations. John David Jawor also owns John J Jawor Rental Property, a rental property business located in Winnetka, Illinois.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
12/02/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTHBROOK IL)
IL
04/02/2007 - 12/05/2008
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
IL
01/11/1993 - 04/02/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
IA
Issued 02/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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