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Joseph William Cheop

William Blair

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About Joseph William Cheop

Joseph William Cheop is a registered investment advisor representative at William Blair, with over 20 years of experience in the industry. Joseph has a broad range of experience, having previously worked at Morgan Stanley DW Inc., Northern Trust Securities, Inc., and Kemper Distributors, Inc. Joseph holds a Series 63, Series 65, Series 7, Series 31, Series 55, and Series 57TO. He has a diverse clientele, including high-net-worth individuals, corporations, other investment advisors, pooled investment vehicles, and charitable organizations.

Firm Information

Joseph Cheop is currently registered with William Blair. William Blair is a Limited Liability Company formed in 1995 with its main office in Chicago, Illinois. They have 51 licensed agents, 250 investment adviser representatives, and 399 registered representatives. They provide a variety of advisory services including financial planning, selection of other advisors, and portfolio management for businesses and individuals. They also manage pooled investment vehicles. They have approximately $49.98 billion in regulatory assets under management. Their primary client base includes corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth. They also serve charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and other investment advisors.
William Blair

150 NORTH RIVERSIDE PLAZA

CHICAGO, IL 60606

$49.98B

Assets Under Management

Not reported

Total Clients

423

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.

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equity research services

Equity research services

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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Joseph Cheop’s Registration & Firm History

IL

03/07/2007 - Present

William Blair (CHICAGO IL)

NY

10/23/2001 - 11/19/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

IL

01/07/1999 - 08/24/2001

NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)

IL

04/16/1998 - 11/19/1998

KEMPER DISTRIBUTORS, INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 12/04/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/09/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 01/06/1999

Series 7 - General Securities Representative Examination

BC

Issued 04/09/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Joseph William Cheop.
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