linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan D Woo

Dearborn Partners LLC

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

About Jonathan D Woo

Jonathan D Woo is an investment advisor representative at Dearborn Partners LLC. Jonathan D Woo is registered with FINRA and the state of Illinois. Jonathan D Woo has been in the industry since September 20, 2012, and is currently registered with Dearborn Partners LLC. Previously, Jonathan D Woo was also registered with EDWARD JONES. Jonathan D Woo's firm, Dearborn Partners LLC, has approximately $3.8 billion in assets under management and provides financial planning, portfolio management for individuals, businesses, and investment companies, as well as other services.

Firm Information

Jonathan Woo is currently registered with Dearborn Partners LLC. Dearborn Partners LLC is an investment advisor registered with the SEC. The firm, headquartered in Chicago, IL, manages approximately $3.82 billion in assets for a range of clients, including high-net-worth individuals, corporations, insurance companies, and investment companies. Their advisory services include financial planning, portfolio management for individuals, businesses, and investment companies, and selection of other advisors. The firm also provides model management services and participates in wrap fee programs.
Dearborn Partners LLC

200 W MADISON ST

CHICAGO, IL 60606

$3.82B

Assets Under Management

18

Total Clients

8

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

model management provider

Model management provider

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Jonathan Woo’s Registration & Firm History

IL

03/23/2023 - Present

Dearborn Partners LLC (CHICAGO IL)

MO

08/22/2012 - 03/21/2022

EDWARD JONES (ST. LOUIS MO)

Not sure if Jonathan D Woo is right for you?

Licenses & Designations

BOTH

Issued 10/05/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2014

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan D Woo.
Not sure if Jonathan D Woo is right for you?