JK
JK

Jonathan Kriarakis

1 Year of Experience

Jonathan Kriarakis is a registered investment advisor at Dearborn Partners L.L.C., based in Chicago, IL, with 1 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 285 clients with $3.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
10 advisors
Number of Clients
285 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Dearborn Partners charges a percentage of your assets annually for investment management. The specific rate depends on the investment strategy and the amount of assets in your account, generally ranging from 0.25% to 1.00%.

Individual client accounts that use Janus Capital Management as a sub-advisor pay an additional 0.50% annual fee. Individual client accounts that use ARK Investment Management as a sub-advisor pay an additional 0.45% annual fee.

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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 is involved with Vuori, a retail clothing store.

Employment History
Current Registrations
Dearborn Partners L.L.C.
January 2025 - Present · 1 yr 3 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.