Jesse StabileCRD Number: 5822088
Current Firm: Wintrust Investments
Jesse Stabile (CRD# 5822088) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 12 years of experience in the finance industry. Jesse Stabile has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Lpl Financial LLC||Wheeling, IL||Mar 2021 - Current||2|
|Bmo Harris Financial Advisors||Buffalo Grove, IL||May 2017 - Current||6|
|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|
|First Investors Corporation||Lombard, IL||Jan 2012 - May 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2010|
|S65||NASAA Investment Advisors Law Examination||Sep 2015|
Total Assets Under Management13,553MILLIONS
Total Number of Accounts10,787ACCOUNTS
Average Account Value$1,256,412
- 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
- Pension consulting services
- 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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