Joseph Ori (CRD# 6049063) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Highwood, IL and has over 10 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Deerfield, IL | Mar 2024 - Current | < 1 |
| Park Ridge Express Hockey | Park Ridge, IL | Mar 2021 - Current | 3 |
| 1017 West Busse LLC | Park Ridge, IL | Dec 2011 - Current | 12 |
| 1017 West Busse Brothers, LLC | Park Ridge, IL | Aug 2011 - Current | 12 |
| Jp Morgan Securities, LLC | Chicago, IL | Aug 2018 - Mar 2024 | 5 |
| Jp Morgan Chase Bank, N.a. | Chicago, IL | Aug 2018 - Mar 2024 | 5 |
| Ori Brothers Investments LLC | Chicago, IL | Jan 2019 - Mar 2021 | 2 |
| Bank Of America, N.a. | Oak Brook, IL | Jun 2015 - Aug 2018 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oak Brook, IL | Apr 2015 - Aug 2018 | 3 |
| Jp Morgan Chase Bank | Niles, IL | Jan 2014 - Apr 2015 | 1 |
| J.p. Morgan Securities LLC | Niles, IL | Jan 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2014 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- IL
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Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- 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)
- Publication of periodicals or newsletters
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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