JN
CFA · CFP
JN
CFA · CFP

Jonathan Louis Nickow

8 Years of Experience
Broker
Areas of Practice
Estate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
1,139 clients
Average Client Portfolio
$20.8M average
Assets Under Management
$23.6B

Fee Structure

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Location

353 North Clark Street, Chicago, IL, 60654

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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 is a registered representative with Summit Trail Securities, LLC, a broker-dealer, since 2017. Approximately 90% of Jonathan's time is spent as an investment advisor representative, with the remainder as a registered representative.

Employment History
Current Registrations
Summit Trail Advisors, LLC
February 2021 - Present · 5 yrs
Summit Trail Securities, LLC
March 2017 - Present · 8 yrs 11 mos
Summit Trail Securities, LLCBroker
March 2017 - Present · 8 yrs 11 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.