Jesse Stabile (CRD# 5822088) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 14 years of experience in the finance industry. Jesse Stabile has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Wheeling, IL | Mar 2021 - Current | 3 |
| Bmo Harris Financial Advisors | Buffalo Grove, IL | May 2017 - Current | 7 |
| Foresters Advisory Services, LLC | Lombard, IL | Oct 2015 - May 2017 | 1 |
| Foresters Financial Services | Lombard, IL | Oct 2015 - May 2017 | 1 |
| Foresters Financial Services | Lombard, IL | Jun 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2010 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
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Total Assets Under Management14,418MILLIONS
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Total Number of Accounts10,969ACCOUNTS
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Average Account Value$1,314,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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