Jerry Michael Sjostrom

Current Employers

Sjostrom Financial Planning Inc.

Oak Park, IL • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2002-07-29

IL RA
APPROVED

Since 2002-07-29

Branch Locations

Oak Park, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The O.N. Equity Sales Company	Oak Park	IL	10/1995	Present
Sjostrom Financial Planning Inc.	Oak Park	IL	06/2002	Present

10/1995 → Present

The O.N. Equity Sales Company

Oak Park, IL
06/2002 → Present

Sjostrom Financial Planning Inc.

Oak Park , IL

Other Businesses

SJOSTROM FINANCIAL PLANNING, INC. INVESTMENT RELATED OAK PARK, IL FINANCIAL PLANNING 6/02-PRESENT 40 HOURS PER MONTH 0 DURING TRADING NEW ENTITY WHICH HAS JUST BEEN ESTABLISHED AS A CORPORATION. APPLICATION IS IN PROCESS TO THE IL SECURITIES DEP AS A REGISTERED INVESTMENT ADVISOR, AT PRESENT THERE ARE NO CLIENTS AND NO ($100) ASSETS. COPIES OF INVESTMEN ADVISOR CONTRCT (WILL BE COMPLETED SHORTLY) WILL BE SENT AS SOON AS AVAILABLE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-11-19
S63	Uniform Securities Agent State Law Examination	1991-07-29

S65 Uniform Investment Adviser Law Examination

1998-11-19
S63 Uniform Securities Agent State Law Examination

1991-07-29

Other Names

Jerry M Sjostrom

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