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Peter C Jarrett

Rothschild Investment LLC

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About Peter C Jarrett

Peter Jarrett is a registered representative with Rothschild Investment LLC. Peter is licensed to provide investment advice in Illinois, Indiana, Michigan, Ohio and Wisconsin. Peter has been working in the financial industry for over six years and has a strong background in investment management. Peter is also a Chartered Financial Analyst. Peter's expertise includes portfolio management for individuals, businesses, and pension plans. He is passionate about helping clients achieve their financial goals.

Firm Information

Peter Jarrett is currently registered with Rothschild Investment LLC. Rothschild Investment LLC is an investment advisor registered with the SEC and in all 50 states. Formed in October 2022, the firm manages over $2 billion in assets for individuals, businesses, pension plans, charitable organizations, and high-net-worth clients. They offer a range of services, including portfolio management, pension consulting, and selection of other advisors. The firm has 20 investment adviser representatives and 25 registered representatives. Their main office is located in Chicago, Illinois.
Rothschild Investment LLC

311 SOUTH WACKER DRIVE

CHICAGO, IL 60606

$2.00B

Assets Under Management

80

Total Clients

23

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Peter Jarrett’s Registration & Firm History

IL

10/17/2023 - Present

Rothschild Investment LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 04/26/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Peter C Jarrett.
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