Bluebird Pearson LLC

Bluebird Pearson LLC (CRD# 174668) is a financial advisory firm headquartered in Chicago, IL. They manage $1,890,000 in 3 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $630,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Bluebird Pearson LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan A. Schwartz
CRD#: 2496135
980 North Michigan Ave., Suite 1400, Chicago, IL 60611
93
Wealthminder
score

Jonathan Schwartz (CRD# 2496135) is an Investment Advisor Representative working at Bluebird Pearson LLC in Chicago, IL and has over 20 years of experience in the finance industry.

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