Jennifer Morreale, financial advisor Lake Forest IL

Jennifer Morreale

CRD Number: 3037977
Current Firm: Quantum Private Wealth, LLC

Jennifer Morreale (CRD# 3037977) is an Investment Advisor Representative working at Quantum Private Wealth, LLC in Lake Forest, IL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Lake Forest, IL Apr 2020 - Current 2
Quantum Private Wealth, LLC Lake Forest, IL Apr 2020 - Current 2
Ubs Financial Services Inc. Northbrook, IL May 2013 - Apr 2020 6
Strategic Wealth Partners Deerfield, IL May 2008 - Apr 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Jennifer A. Morreale
Phone Number: 847-474-1400
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
  • Hourly charges
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States


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