Best Investors Account Sign in
Inactive

Jennifer Ross Shepard

Curi Capital, LLC

Lake Forest, IL

Chicago, IL

Claim This Profile
Current Employers
Curi Capital, Llc

One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-16
  • IL RA
    APPROVED
    Since 2024-10-16

Branch Locations

272 Market Square Suite 205, Lake Forest, IL 60045 • United States

One North Wacker Drive Suite 3500, Chicago, IL 60606 • 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
United Capital Financial Advisers, Llc Northbrook IL 10/2008 04/2020
Altair Advisers Chicago IL 10/2021 08/2024
Curi Rmb Capital Chicago IL 09/2024 Present
Unemployed Chicago IL 04/2020 10/2021
  • 10/2008 → 04/2020
    United Capital Financial Advisers, Llc
    Northbrook, IL
  • 10/2021 → 08/2024
    Altair Advisers
    Chicago, IL
  • 09/2024 → Present
    Curi Rmb Capital
    Chicago, IL
  • 04/2020 → 10/2021
    Unemployed
    Chicago, IL
Previous Registrations
  • 2009-01-06 → 2020-03-05
    United Capital Financial Advisors
    Northbrook, IL
    Northbrook, IL
  • 2003-03-25 → 2009-03-04
    Integrated Financial Management Inc
    Northbrook, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-05-02
  • S63 Uniform Securities Agent State Law Examination
    1994-05-02
Designations
Other Names
  • Jennifer Stephen Ross
  • Jennnifer Ross Shepard
  • Jennifer Ross Willson

View on SEC IAPD

More in Lake Forest, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor