Invested Better
Portfolio Management for Businesses Advisors in Chicago, Illinois
7,057 Results
Unclaimed

THE Ayco Company, LP

location

CHICAGO, IL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jason Suway is an active investment advisor representative. Jason is registered in Illinois and New York, and has been in the industry for over 10 years. Jason is affiliated with The Ayco Company, LP. Jason has passed the Uniform Combined State Law Examination (Series 66), the General Securities Representative Examination (Series 7TO), and the Securities Industry Essentials Examination (SIE).

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

Chicago, IL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Jason Darfler is a financial advisor who has been in the industry since 2004. He is currently registered with Morgan Stanley and is licensed in several states. Jason also previously worked at UBS Financial Services Inc. Jason is dedicated to providing financial advice and services to clients. Jason has a strong background in financial planning and investment management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Chicago, IL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jason M. Schultz is a financial advisor with over 17 years of experience in the financial services industry. Jason is currently registered with Morgan Stanley and has been with the firm since 2005. Jason holds the Series 7, Series 31, and Series 66 licenses. Jason has previously been registered with CITIGROUP GLOBAL MARKETS INC., CHASE INVESTMENT SERVICES CORP., and MORGAN STANLEY DW INC. Jason provides investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

THE Huntington Investment Co.

location

CHICAGO, IL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Jason Dominic Garcia is an investment advisor representative with The Huntington Investment Co. based in Chicago, IL. Jason has been in the industry since 2001 and has a broad range of experience working with individuals, corporations, and charitable organizations. Jason is registered with FINRA and the state of Illinois. He is also a registered investment advisor representative.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Jason Beckwith is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Chicago, IL. Jason has been in the industry since 1994 and is registered in 45 states. Jason holds Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Jason specializes in portfolio management for individuals and businesses, pension consulting, and provides educational seminars.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Wells Fargo Clearing Services, LLC

location

CHICAGO, IL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Jason Rogers is a financial advisor who has been in the industry since 2010. Jason currently works for Wells Fargo Clearing Services, LLC in Chicago, Illinois and is registered in Illinois and Texas as an Investment Advisor Representative (IAR). Jason also has Series 6, 7, and 66 securities licenses and is a registered representative in numerous states. Prior to Wells Fargo Clearing Services, LLC, Jason was employed at Credit Suisse Securities (USA) LLC and J.P. Morgan Securities LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

CHICAGO, IL

experience

30 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Jason Filip Murphy is an investment advisor representative registered with Stifel, Nicolaus & Company, Inc. and has been in the industry since 1995. Jason is registered with the state of Illinois, and also has his Series 7, Series 63, and Series 65 licenses. Jason specializes in a variety of financial services, including financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vestor Capital, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Jason Blandford is a financial professional with over 20 years of experience in the industry. Jason is currently registered with Vestor Capital, LLC. Jason has experience in the investment advisory industry. Jason is a Series 7 and Series 66 licensed professional. Jason specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Publication of Financial Periodicals
Unclaimed

Goldman Sachs & Co. LLC

location

CHICAGO, IL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Jason Ziebka is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with Goldman Sachs & Co. LLC. Jason has previously worked for Columbia Management Investment Distributors, Inc., Riversource Distributors, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, A I M Distributors, Inc., Evergreen Investment Services, Inc., Kemper Distributors, Inc., FBS Investment Services, Inc., and Nike Securities L.P. Jason holds the Series 6, 7, 63 and 66 licenses. Jason specializes in a range of financial services including portfolio management, financial planning, and investment advice.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Eagle Strategies LLC | CFC ® (Certifications)

location

CHICAGO, IL

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jason P. Spears is a financial advisor registered with Eagle Strategies LLC. Jason has been working in the financial industry since 2012 and is currently registered in 8 states: Alabama, Florida, Illinois, Indiana, Missouri, Texas, and Wisconsin. Jason has a series 6, 7, 26 and 63 license. Jason is also a Chartered Financial Consultant. Jason specializes in financial planning, portfolio management for individuals, educational seminars, and the selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals

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