linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan M Czopek

Wintrust Investments 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 M Czopek

Jonathan Czopek is a financial advisor with Wintrust Investments LLC. Jonathan has been in the financial industry since June 2011. Jonathan is registered with the state of Illinois as an investment advisor representative. Jonathan is also registered with FINRA as a registered representative. Jonathan specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Jonathan Czopek 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.

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.

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

fixed fees

Set rates for specific services, regardless of time or assets managed.

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 Czopek’s Registration & Firm History

IL

08/07/2023 - Present

Wintrust Investments LLC (Elmhurst IL)

IL

12/14/2016 - 08/09/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OAK BROOK IL)

IL

09/10/2012 - 10/19/2016

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

TN

03/11/2011 - 07/30/2012

SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)

Not sure if Jonathan M Czopek is right for you?

Licenses & Designations

BOTH

Issued 08/29/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan M Czopek.
Not sure if Jonathan M Czopek is right for you?