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Jonathan P Kreft

Mesirow Financial, Inc.

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About Jonathan P Kreft

Jonathan Kreft is a financial advisor with Mesirow Financial, Inc. based in Chicago, IL. Jonathan is licensed in Illinois and holds the Series 7, 6, 63 and 66 securities licenses. He has over 10 years of experience in the financial services industry. Jonathan has previously held positions with Billow Butler & Company, LLC, Wells Fargo Clearing Services, LLC, Northern Trust Securities, Inc., J.P. Morgan Securities LLC and Chase Investment Services Corp.

Firm Information

Jonathan Kreft is currently registered with Mesirow Financial, Inc.. Mesirow Financial, Inc. is a corporation formed in October 1982. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

143

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.

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Jonathan Kreft’s Registration & Firm History

IL

06/22/2021 - Present

Mesirow Financial, Inc. (CHICAGO IL)

IL

06/11/2019 - 06/25/2021

BILLOW BUTLER & COMPANY, L.L.C. (CHICAGO IL)

IL

12/05/2016 - 09/29/2017

WELLS FARGO CLEARING SERVICES, LLC (NORTHBROOK IL)

IL

12/08/2014 - 12/01/2016

NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)

IL

10/01/2012 - 01/05/2015

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

IL

03/11/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 03/09/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/18/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2011

Series 7 - General Securities Representative Examination

BC

Issued 03/10/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jonathan P Kreft.
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