JL
Firm Information
Compensation
N/A
Number of Advisors
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Financial Planning:Investment management only
Mesirow Advanced Strategies, Inc. manages no assets and receives no fees or compensation.
Loading...
Advisor Information
Office location
353 N. Clark Street, Chicago, IL, 60654
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is an ethics officer for the City of Riverside Ethics Commission, a non-investment related activity taking minimal time. He also serves on the endowment committee for West Suburban Temple Har Zion, reviewing short-term fixed income investments for a few hours per week.
Employment History
Current Registrations
Mesirow Advanced Strategies INC
July 2018 - Present · 7 yrs 6 mos
Mesirow Financial Investment Management, INC.
August 2014 - Present · 11 yrs 5 mos
Mesirow Financial, INC.Broker
January 2009 - Present · 17 yrs
Mesirow Financial, INC.
January 2009 - Present · 17 yrs
Previous Registrations
Mesirow Financial Alternative Investments, LLC
April 2015 - August 2016 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.