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Jonathan A Beaver

Wintrust Investments LLC

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About Jonathan A Beaver

Jonathan Beaver is a financial professional with over 17 years of experience in the industry. Jonathan currently works at Wintrust Investments LLC and is registered in 20 states as a broker-dealer and investment advisor representative. Jonathan holds the Series 66, 24, 7 and SIE licenses. Jonathan is also a Certified Financial Planner. Prior to joining Wintrust Investments, Jonathan worked at Focused Investments L.L.C. in Chicago, Illinois. Jonathan specializes in working with high net worth individuals, charitable organizations, corporations, and pension and profit sharing plans.

Firm Information

Jonathan Beaver is currently registered with Wintrust Investments LLC. Wintrust Investments LLC is a Limited Liability Company based in Chicago, Illinois, formed in January 1996. The firm provides a wide range of investment advisory services including financial planning, selection of other advisors, portfolio management for individuals and businesses. Wintrust Investments LLC manages over $14.4 billion in assets and has over 147 investment advisor representatives.
Wintrust Investments LLC

231 SOUTH LASALLE STREET

CHICAGO, IL 60604

$14.42B

Assets Under Management

Not reported

Total Clients

168

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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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.

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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Jonathan Beaver’s Registration & Firm History

IL

01/08/2008 - Present

Wintrust Investments LLC (NORTHFIELD IL)

IL

05/08/2006 - 12/07/2006

FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 04/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/11/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan A Beaver.
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