ADVISOR BIO

Jeffrey Jones is a financial advisor with Curi RMB Capital, LLC, a firm based in Chicago, IL. Jeffrey has been in the financial industry for over 18 years. He has a Series 7 and Series 66 license and has been registered as an Investment Advisor Representative in Illinois since 2017. He is also a Chartered Financial Analyst. Prior to joining Curi RMB Capital, LLC Jeffrey worked at Credit Suisse Securities (USA) LLC and IronBridge Capital Management, LP. Jeffrey specializes in providing financial advice to individuals, high net worth individuals, corporations, pooled investment vehicles, investment companies, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Louis Pettiford is a Vice President Relations at Fort Washington Investment Advisors Inc. Jeffrey has been in the industry since 2007 and has held various roles in the investment world. Jeffrey holds licenses to provide investment advice in all states and provides services to various types of clients. Jeffrey also serves on several boards including CK School Foundation, Mercy Home for Boys and Girls and Blue Cap Foundation.

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ADVISOR BIO

Jeffrey Garbaciak is an investment advisor representative with Valic Financial Advisors, Inc. located in Chicago, Illinois. Jeffrey is licensed in Illinois and Iowa, with a background in insurance and retail sales. Jeffrey has been in the industry since October 2017 and is associated with Valic Financial Advisors since July 2024.

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ADVISOR BIO

Jeffrey Yoshiyo Terao is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Morgan Stanley as a Registered Representative and Investment Adviser Representative. Jeffrey has a strong track record of providing financial advice and guidance to a wide range of clients, including individuals, families, businesses, and institutions. Jeffrey's previous experience includes working as a financial advisor for Citigroup Global Markets Inc. Jeffrey holds a Series 7, Series 31, and Series 65 licenses, as well as a Series 63 license. Jeffrey is also registered as a Registered Representative and Investment Adviser Representative in several states, including Illinois, Texas, and many others.

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ADVISOR BIO

Jeffrey Sophian is a financial advisor with MML Investors Services, LLC. He has been in the industry since 1993. Jeffrey Sophian is registered with the state of Illinois to provide investment advice.

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ADVISOR BIO

Jeffrey J. Morse is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeffrey has been in the industry since October 10, 2000. Jeffrey holds Series 66, SIE, and Series 7 licenses and is registered in 37 states for broker-dealer activities and 2 states for investment advisor activities. Jeffrey has been with Merrill Lynch since October 2009. Prior to that, Jeffrey worked at UBS Financial Services Inc. and Lehman Brothers Inc.

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ADVISOR BIO

Jeffrey R. Todd is a financial advisor with Grove Point Advisors, LLC, a registered investment advisor. Jeffrey has been in the industry since 2002 and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jeffrey R. Todd has offices in Chicago, IL and Rockville, MD.

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ADVISOR BIO

Jeffrey Toner is a financial advisor with over 30 years of experience in the industry. Currently registered with Hightower Advisors, LLC, Jeffrey provides comprehensive financial planning services to a wide range of clients, including individuals, families, businesses, and institutions. He is committed to helping clients achieve their financial goals through a personalized and collaborative approach. Previously, Jeffrey held positions at Comprehensive Asset Management and Servicing, Inc., Raymond James Financial Services, Inc., Lincoln Financial Advisors Corporation and Cigna Financial Advisors, Inc.

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ADVISOR BIO

Jeffrey Robert Moster is an investment advisor representative associated with UBS Financial Services Inc. Jeffrey has over 25 years of experience in the financial industry. Jeffrey is registered with both the state of Texas and Illinois. His professional experience includes roles at CREDIT SUISSE SECURITIES (USA) LLC and LEHMAN BROTHERS INC.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Rezza is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He is a registered representative and investment advisor representative in Illinois and Texas. Jeffrey has been in the financial services industry since 1998. He is registered with FINRA and the states of Arizona, Arkansas, Florida, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Michigan, Tennessee, Texas, and Wisconsin. Jeffrey holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. Jeffrey has a proven track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS