Jaime Alan Monn

CRD 6089968

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Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers
EQUITY RESEARCH SERVICES

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

Current Employers

William Blair

150 North Riverside Plaza, Chicago, IL 60606 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-05-12
IL	RA	APPROVED	2018-11-21

NY RA
APPROVED

Since 2021-05-12
IL RA
APPROVED

Since 2018-11-21

Branch Locations

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES

1166 Avenue Of The Americas Floor 20, New York, NY 10036-2774 • United States

150 North Riverside Plaza, Chicago, IL 60606 • United States

New York, NY • 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
Alliance Bernstein	New York	NY	08/2014	11/2017
William Blair	New York	NY	09/2018	Present
Unemployed	Weston	CT	12/2017	03/2018
New York Sports Club	New York	NY	04/2018	08/2018

08/2014 → 11/2017

Alliance Bernstein

New York, NY
09/2018 → Present

William Blair

New York, NY
12/2017 → 03/2018

Unemployed

Weston, CT
04/2018 → 08/2018

New York Sports Club

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-11-21
S63	Uniform Securities Agent State Law Examination	2014-12-15

S65 Uniform Investment Adviser Law Examination

2018-11-21
S63 Uniform Securities Agent State Law Examination

2014-12-15

View on SEC IAPD

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