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Stephanie Jo Jajtner

Curi Capital, LLC

Milwaukee, WI

Chicago, IL

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Current Employers
Curi Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-12-06
WI RA APPROVED 2017-12-05
  • IL RA
    APPROVED
    Since 2017-12-06
  • WI RA
    APPROVED
    Since 2017-12-05

Branch Locations

10361 W Innovation Dr Suite 350, Milwaukee, WI 53226 • 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
Jacobus Wealth Management, Inc. Milwaukee WI 08/2003 11/2017
Curi Capital, Llc Chicago IL 12/2017 Present
  • 08/2003 → 11/2017
    Jacobus Wealth Management, Inc.
    Milwaukee, WI
  • 12/2017 → Present
    Curi Capital, Llc
    Chicago, IL
Previous Registrations
  • 2009-07-07 → 2017-11-30
    Jacobus Wealth Management Inc
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-07-06
  • S65 Uniform Investment Adviser Law Examination
    2009-07-06
Other Names
  • Stephanie Jo Schmidt
  • Stephanie Jo Stein

View on SEC IAPD

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ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
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