Jennifer MorrealeCRD 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.
Mutual Of Omaha Investor Services, Inc.
Cetera Investment Advisers LLC
Raymond James Financial Services Advisors, Inc.
|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|
Total Assets Under Management326MILLIONS
Total Number of Accounts397ACCOUNTS
Average Account Value$822,192
- A percentage of assets under your management
- Hourly charges
- 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)
AZ, CA, FL, IL, MI, NE, TX
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