JW
JW

Jonathan D Woo

13 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
285 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
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Location

200 W Madison St, Suite 1950, Chicago, IL, 60606

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History

Regulatory 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.

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Other Business Activities

Jonathan works as an analyst at Dearborn Partners, L.L.C., providing services to shareholders related to asset management. This activity takes nearly all of Jonathan's time.

Employment History
Current Registrations
Dearborn Partners L.L.C.
March 2023 - Present · 2 yrs 11 mos
Quasar Distributors, LLCBroker
April 2022 - Present · 3 yrs 10 mos
Quasar Distributors, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Edward Jones
October 2012 - March 2022 · 9 yrs 5 mos
Edward JonesBroker
August 2012 - March 2022 · 9 yrs 7 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.