Jill Matesic, financial advisor Chicago IL

Jill Matesic

CRD Number: 4262645
Current Firm: Charles Schwab & Company, Inc.

Jill Matesic (CRD# 4262645) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chicago, IL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Chicago, IL Nov 2015 - Current 8
Broadhaven Securities LLC Skokie, IL Mar 2012 - Nov 2015 3
Broadhaven Capital Partners Gp I, LLC Skokie, IL Mar 2012 - Nov 2015 3
O'brien International Skokie, IL Sep 2010 - Nov 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for Jill Matesic
Phone Number: 415-667-7000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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