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Joselyn Morales Ontiveros

Morningstar Investment Management LLC

Chicago, IL

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Current Employers
Morningstar Investment Management Llc

22 West Washington Street, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-07-24
  • IL RA
    APPROVED
    Since 2025-07-24

Branch Locations

22 West Washington Street, Chicago, IL 60602 • 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
Morningstar Investment Management Llc Chicago IL 09/2023 Present
Heritage Planning Partners Chicago IL 06/2022 08/2022
Heritage Planning Partners Chicago IL 12/2022 05/2023
University Of Illinois Career Center Champaign IL 08/2021 08/2023
University Of Illinois At Urbana Champaign Champaign IL 08/2019 05/2023
Our Lady Of Tepeyac High School Chicago IL 08/2015 05/2019
  • 09/2023 → Present
    Morningstar Investment Management Llc
    Chicago, IL
  • 06/2022 → 08/2022
    Heritage Planning Partners
    Chicago, IL
  • 12/2022 → 05/2023
    Heritage Planning Partners
    Chicago, IL
  • 08/2021 → 08/2023
    University Of Illinois Career Center
    Champaign, IL
  • 08/2019 → 05/2023
    University Of Illinois At Urbana Champaign
    Champaign, IL
  • 08/2015 → 05/2019
    Our Lady Of Tepeyac High School
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-24
  • S65 Uniform Investment Adviser Law Examination
    2025-07-24
Other Names
  • Joselyn Morales
  • Joselyn Morales Ontiveros

View on SEC IAPD

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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

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