Jack Michael Schepke

Employer firm

Nuveen Asset Management, LLC CRD 155584

$280B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 08/2014 → 05/2017
  Haven Middle School
  Evanston, IL
• 05/2017 → 05/2021
  Evanston Township High School
  Evanston, IL
• 08/2021 → 05/2025
  Indiana University
  Bloomington, IN
• 08/2020 → 12/2021
  Wilmette Fitness Center
  Wilmette, IL
• 05/2022 → 08/2022
  3Forty3
  Evanston, IL
• 01/2024 → 11/2024
  V3 Electric
  Folsom, CA
• 05/2025 → 10/2025
  Unemployed
  Zionsville, IN
• 10/2025 → 03/2026
  Perennial Financial Services
  Arroyo Grande, CA
• 10/2025 → 03/2026
  Lpl Financial Llc
  Arroyo Grande, CA
• 04/2026 → Present
  Nuveen Securities, Llc
  San Francisco, CA
• 04/2026 → Present
  Nuveen Asset Management, Llc
  Chicago, IL

Previous Registrations

• 2026-02-03 → 2026-03-20
  Perennial Financial Services
  Arroyo Grande, CA
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-07-17

Other Names

• Jack Schepke