Jack David Czeszewski

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-04-08
IL	RA	APPROVED	2021-04-06

Branch Locations

105 N Halsted St, Chicago, IL 60661 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	09/2018	Present
Colorado Technical University Online	Schaumburg	IL	11/2017	09/2018
Top Tier Baseball	Mccook	IL	09/2016	07/2018
Cms Builders And Developers	Batavia	IL	03/2017	11/2017
Eft Sports Performance	Highland Park	IL	09/2016	11/2017
Bank Of America, N.A.	Chicago	IL	09/2022	Present

09/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
11/2017 → 09/2018

Colorado Technical University Online

Schaumburg, IL
09/2016 → 07/2018

Top Tier Baseball

Mccook, IL
03/2017 → 11/2017

Cms Builders And Developers

Batavia, IL
09/2016 → 11/2017

Eft Sports Performance

Highland Park, IL
09/2022 → Present

Bank Of America, N.A.

Chicago, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-02

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