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Jonathan William Dawson

Wintrust Investments LLC

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About Jonathan William Dawson

Jonathan William Dawson is a financial advisor with over 20 years of experience in the industry. Jonathan is a Certified Financial Planner™ and a Chartered Financial Consultant. Jonathan is registered with Wintrust Investments LLC, a firm that provides investment advisory services to individuals, businesses, and institutions. Jonathan has a strong background in investment management and financial planning. Jonathan helps clients develop personalized financial plans and manage their investments to meet their goals. Jonathan is committed to providing his clients with the highest level of service and expertise.

Firm Information

Jonathan Dawson 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 Dawson’s Registration & Firm History

IL

07/17/2009 - Present

Wintrust Investments LLC (FRANKFORT IL)

IL

10/24/2008 - 07/22/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (ORLAND PARK IL)

IL

03/25/2002 - 10/24/2008

LASALLE FINANCIAL SERVICES, INC. (ORLAND PARK IL)

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Licenses & Designations

BOTH

Issued 05/24/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan William Dawson.
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