Jill Matesic

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → Present
  Charles Schwab & Co., Inc.
  Evanston, IL

Previous Registrations

• 2012-05-29 → 2015-12-11
  Broadhaven Capital Partners Gp I, Llc
  Chicago, IL

Other Businesses

1) Cantuccio's (Emerson Za LLC) | Investment Related:No|1115 Emerson Street|Evanston|IL|60201|USA|Restaurant/Food Services|Part Owner|4/30/2021|Less than 20|0|My duties with regard to this investment is to be a passive investor and part owner. I will not be an employee or participate in the day to day activities of the restaurant. The restaurant will be operated and managed by proven restauranteur who is also an equity owner in the business. I am applying for permission to hold this as private investment but also completing Outside Activities section in case that is deemed necessary

Exams

• S66 Uniform Combined State Law Examination
  2000-12-01

Other Names

• Jill Matesic
• Jill Matesic