Jesse Ole Otzen

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
IL	RA	APPROVED	2007-03-07

IL RA
APPROVED

Since 2007-03-07

Branch Locations

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

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

The William Blair Building 150 North Riverside, Chicago, IL 60606 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
William Blair & Company, L.L.C.	Chicago	IL	04/2001	Present

04/2001 → Present

William Blair & Company, L.L.C.

Chicago, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-02-02
S63	Uniform Securities Agent State Law Examination	1994-10-21

S65 Uniform Investment Adviser Law Examination

2001-02-02
S63 Uniform Securities Agent State Law Examination

1994-10-21

View on SEC IAPD