Jesse Stumpf, financial advisor Chicago IL
93 score

Jesse Stumpf

CRD Number: 5341227
Current Firm: Kovitz Investment Group Partners, LLC

Jesse Stumpf (CRD# 5341227) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Kovitz Investment Group Partners, LLC Chicago, IL Jan 2016 - Current 2
Kovitz Securities, LLC Chicago, IL Jul 2012 - Current 5
Kovitz Investment Group, LLC Chicago, IL Jul 2012 - Dec 2015 3
The Ayco Company, L.p./mercer Allied Lake Forest, IL Jun 2010 - Jul 2012 2
University Of Illinois Champaign, IL Aug 2006 - May 2010 3
Stifel Nicolaus St. Louis, MO Jun 2009 - Aug 2009 < 1
Wachovia Securities St. Louis, MO Jun 2008 - Aug 2008 < 1
A.g. Edwards St. Louis, MO May 2007 - Aug 2007 < 1
Harres, Inc. Columbia, IL May 2004 - Aug 2006 2
Imo's Pizza Columbia, IL May 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Jesse L. Stumpf
Phone Number: 312-334-7300
Firm Website:
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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