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Jessica Lara Merino

Merino Wealth Management

Glenview, IL

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Current Employers
Merino Wealth Management

2700 Patriot Boulevard Suite 250, Glenview, IL 60026 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-09
TX RA APPROVED_RES 2023-04-20
IL RA APPROVED 2022-02-14
  • CA RA
    APPROVED
    Since 2025-01-09
  • TX RA
    APPROVED_RES
    Since 2023-04-20
  • IL RA
    APPROVED
    Since 2022-02-14

Branch Locations

2700 Patriot Boulevard Suite 250, Glenview, IL 60026 • 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
OrganizationCityStateFromTo
The Investment Center Inc Chicago IL 04/2016 02/2022
Ic Advisory Services Inc. Chicago IL 04/2016 02/2022
Merino Wealth Management Chicago IL 04/2014 Present
  • 04/2016 → 02/2022
    The Investment Center Inc
    Chicago, IL
  • 04/2016 → 02/2022
    Ic Advisory Services Inc.
    Chicago, IL
  • 04/2014 → Present
    Merino Wealth Management
    Chicago, IL
Previous Registrations
  • 2016-04-01 → 2022-02-11
    Ic Advisory Services, Inc.
    Chicago, IL
    Chicago, IL
    Bedminster, NJ
  • 2004-10-06 → 2016-04-01
    Ameriprise Financial Services, Llc
    Chicago, IL
    Chicago, IL
    Rosemont, IL
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-05
  • S66 Uniform Combined State Law Examination
    2004-10-05
Designations

View on SEC IAPD

Other Firms

COYLE
ARIS INVESTING
GLENVIEW FINANCIAL GROUP LLC
BREAKOUT PRIVATE WEALTH LLC
MORGAN STANLEY
LIFEWORKS ADVISORS, LLC
SOUTH BAY FINANCIAL PARTNERS
LPL FINANCIAL LLC

Other Investors

DEREK MICHAEL KYLER
REBECCA Carroll FRAGASSI
JOHN GARDNER FINLEY
Jenny Lee Selvaggio
WILLIAM MATTHEW PALMER
David Geoffrey Smestuen
RYAN MICHAEL JUNE
ADAM ROBERT BLONSKY

Other Offices

COYLE · GLENVIEW, IL
ARIS INVESTING · GLENVIEW, IL
GLENVIEW FINANCIAL GROUP LLC · GLENVIEW, IL
BREAKOUT PRIVATE WEALTH LLC · GLENVIEW, IL
MORGAN STANLEY · Glenview, IL
LIFEWORKS ADVISORS, LLC · Glenview, IL
SOUTH BAY FINANCIAL PARTNERS · Glenview, IL
COYLE · GLENVIEW, IL

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