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

THE Mather Group, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Jesse Golik meineke is an Investment Advisor Representative at The Mather Group, LLC. Jesse has been in the financial services industry since 2014. Jesse holds the Series 65 license and has a background in finance and business. Jesse is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

CHICAGO, IL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Allen Fischer is a financial advisor with Stifel, Nicolaus & Company, Inc., and has been working in the financial services industry since June 2008. Jessica is registered in 21 states and is a Certified Financial Planner. Jessica's primary focus is on providing financial planning and portfolio management services to individuals, businesses, and high-net-worth clients. Jessica also offers educational seminars and selection of other advisors.

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

Merino Wealth Management | CFP ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Jessica Lara Merino is a financial advisor with Merino Wealth Management. Jessica has been in the financial services industry since 2004 and has worked with Ameriprise Financial Services, Inc., The Investment Center, Inc., and IDS Life Insurance Company. Jessica is a Certified Financial Planner and holds a Series 66, Series 7, and SIE license. Jessica's firm specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

William Blair | CFP ® (Certifications)

location

CHICAGO, IL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Edythe Scime is a financial advisor registered with William Blair. Jessica has been in the industry since March 2008. Jessica is licensed to provide financial advice in Illinois and New York. Jessica is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
EQUITY RESEARCH SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Whitman Jones is a financial advisor registered with Bankers Life Advisory Services, Inc. Jessica has been in the financial industry since June 5, 2022, and holds the Series 7, Series 66 and SIE securities licenses. Jessica specializes in financial planning, portfolio management for individuals and educational seminars. She is also appointed with KFA through BLC which allows her to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Chicago, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Chang is a registered investment advisor representative with J.p. Morgan Securities LLC. Jessica has been in the industry since August 2016 and is registered in 53 states and the District of Columbia. She is a Series 7, Series 63 and Series 65 licensed advisor. Jessica specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Chicago, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Alva is an Investment Advisor Representative for Morgan Stanley. Jessica is registered with Financial Industry Regulatory Authority (FINRA) and is licensed to provide advisory services in 55 states. She has been in the financial services industry since 2023. Jessica focuses on providing asset allocation advice, financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions.

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

Creative Planning | CFP ® (Certifications)

location

Chicago, IL

0 Disclosures

ADVISOR BIO

Jessica Carter is a financial advisor with Creative Planning. Jessica has been in the financial services industry for more than 10 years. She is a Certified Financial Planner™ professional with a Series 6 license. Jessica works with individuals, families, businesses, and charitable organizations. Jessica Carter is registered to provide financial advice in Illinois and Texas.

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

UBS Financial Services Inc.

location

CHICAGO, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Dunda is a financial advisor with UBS Financial Services Inc. Jessica has been in the industry since December 17, 2013. Jessica is registered with the state of Illinois. UBS Financial Services Inc. provides investment advisory services to individuals, businesses, investment companies, charitable organizations, pension and profit-sharing plans, and insurance companies.

SPECIALIZATIONS

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

Chicago, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Banas is a financial advisor who has been working in the industry since 2016. She holds the Series 7 and Series 66 licenses and is registered with FINRA as well as in 53 states and 2 jurisdictions. Jessica is affiliated with Morgan Stanley and works in the Chicago, IL branch office.

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

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