Best Investors Account Sign in
Inactive

Jeffrey William Witz

Mediqus Asset Advisors, Inc.

Chicago, IL

CRD 6069053

Claim This Profile
Employer firm

Mediqus Asset Advisors, Inc. CRD 107694

$1.46B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Mediqus Asset Advisors, Inc.

8750 W. Bryn Mawr Ste 325, Chicago, IL 60631-3655 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-03
IL RA APPROVED 2016-06-20
  • TX RA
    APPROVED
    Since 2025-02-03
  • IL RA
    APPROVED
    Since 2016-06-20

Branch Locations

8750 W. Bryn Mawr Ste 325, Chicago, IL 60631-3655 • 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
Mediqus Asset Advisors, Inc. Chicago IL 02/2011 Present
Other Businesses

Life and disability insurance sales to clients of MEDIQUS Asset Advisors, Inc. 200 N. LaSalle St. Ste 2300, Chicago, IL 60601. Coordinates quotes and recommendations for clients of the firm. Will spend 5 to 10 hours per month on these activities during normal business hours of 830 AM to 445 PM Monday through Friday.

Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Chicago, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor