Best Investors Account Sign in
Inactive

Jeffrey David Eisman

Wellth Advisory Services, LLC

Chicago, IL

Shorewood, IL

Claim This Profile
Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-04-15
  • IL RA
    APPROVED
    Since 2026-04-15

Branch Locations

Chicago, IL • United States

Shorewood, IL • 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
American Funds Carmel IN 02/2015 07/2018
Oneamerica Securities Chicago IL 10/2018 11/2024
American United Life Chicago IL 08/2018 11/2024
Voya Chicago IL 11/2024 02/2025
Vivaldi Capital Management Lp Chicago IL 02/2025 04/2026
Wellth Advisory Services, Llc Shorewood IL 04/2026 Present
Strategic Retirement Partners Shorewood IL 04/2026 Present
  • 02/2015 → 07/2018
    American Funds
    Carmel, IN
  • 10/2018 → 11/2024
    Oneamerica Securities
    Chicago, IL
  • 08/2018 → 11/2024
    American United Life
    Chicago, IL
  • 11/2024 → 02/2025
    Voya
    Chicago, IL
  • 02/2025 → 04/2026
    Vivaldi Capital Management Lp
    Chicago, IL
  • 04/2026 → Present
    Wellth Advisory Services, Llc
    Shorewood, IL
  • 04/2026 → Present
    Strategic Retirement Partners
    Shorewood, IL
Previous Registrations
Other Businesses

Strategic Retirement Partners - DBA of WELLth Advisory Services, LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-30
S63 Uniform Securities Agent State Law Examination 2015-03-31
  • S65 Uniform Investment Adviser Law Examination
    2015-06-30
  • S63 Uniform Securities Agent State Law Examination
    2015-03-31
Designations
Other Names
  • Jeffrey Eisman
  • Jeffrey David Eisman
  • Jeffrey D Eisman

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor