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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

30 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

14 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

Eagle Strategies LLC | CFC ® (Certifications)

location

CHICAGO, IL

experience

12 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
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

Ameriprise Financial Services, LLC

location

Chicago, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Jason Tyler Wendt is an investment advisor representative registered with Ameriprise Financial Services, LLC. Jason has been in the industry since December 22, 2012. Jason is also registered with the state of Texas. Previously, Jason Wendt was registered with E*TRADE SECURITIES LLC, SIGMA FINANCIAL CORPORATION, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and WADDELL & REED, INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Goldman Sachs & Co. LLC

location

CHICAGO, IL

experience

26 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

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

Recondite Capital LLC | CFA ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Jason Stevens is a financial professional with experience in the financial services industry. Jason is a Registered Investment Advisor representative of Recondite Capital LLC and is registered to provide investment advice in Illinois. Jason has held previous positions at Wells Fargo Advisors, LLC. Jason is a Chartered Financial Analyst. Jason holds the Series 66, Series 7 and SIE securities licenses. Jason specializes in providing financial planning services, security ratings, portfolio management for individuals, portfolio management for businesses, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

March Capital Corp.

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jason Avrum Edelson is a financial professional who is registered with March Capital Corp. in Chicago, Illinois. Jason has a Series 63, Series 82TO, and SIE license. Jason specializes in financial planning.

SPECIALIZATIONS

Portfolio Management for Individuals

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