Jennifer Ann Morreale

Employer firm

Mesirow Financial Investment Management, Inc. CRD 111135

$50.4B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2013 → 04/2020
  Ubs Financial Services Inc.
  Northbrook, IL
• 04/2020 → 12/2022
  Quantum Private Wealth, Llc
  Lake Forest, IL
• 04/2020 → 12/2022
  Purshe Kaplan Sterling Investments, Inc
  Lake Forest, IL
• 01/2023 → Present
  Mesirow Financial, Inc. (Mfi)
  Highland Park, IL

Previous Registrations

• 2020-04-09 → 2022-12-06
  Quantum Private Wealth, Llc
  Tampa, FL
• 2013-05-01 → 2020-04-22
  Ubs Financial Services Inc.
  Northbrook, IL
• 2006-04-11 → 2008-05-27
  Mesirow Financial Investment Management, Inc.
  Highland Park, IL
• 2005-07-06 → 2006-04-05
  Chase Investment Services Corp.
  Deerfield, IL
  Chicago, IL
• 2005-04-12 → 2005-07-06
  Banc One Securities Corporation
  Deerfield, IL
• 2005-01-11 → 2005-01-24
  Wells Fargo Clearing Services, Llc
  Deefield, IL

Exams

• S66 Uniform Combined State Law Examination
  2005-01-10

Other Names

• Jennifer A Barncard
• Jennifer Ann Barncard