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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wonee janet? Claim Your ProfileWonee Janet Dougherty is a financial advisor with over 15 years of experience in the financial services industry. Wonee Janet Dougherty is currently registered with Cresset Asset Management, LLC in Illinois and Texas. Wonee Janet Dougherty has held previous registrations with J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., Banc One Securities Corporation, Banc One Capital Markets, Inc. and Lehman Brothers Inc. Wonee Janet Dougherty holds the Series 66, Series 7, and SIE licenses and has earned the Chartered Financial Analyst designation. Wonee Janet Dougherty specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Wonee Janet Dougherty also provides tax services, bookkeeping, financial reporting, and clerical assistance in other financial matters. Wonee Janet Dougherty serves individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, pooled investment vehicles, and other investment advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
12/23/2019 - Present
Cresset Asset Management, LLC (CHICAGO IL)
IL
10/01/2008 - 02/12/2018
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
06/18/2004 - 07/01/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
04/01/2003 - 06/28/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
NY
11/14/2001 - 12/19/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 08/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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