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Inactive

John Merrill Lafferty

William Blair

Winnetka, IL

Chicago, IL

Chicago, IL

Chicago, IL

CRD 5205509

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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

AuthorityCategoryStatusDate
IL RA APPROVED 2025-12-12
  • IL RA
    APPROVED
    Since 2025-12-12

Branch Locations

Winnetka, IL • United States

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

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

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • 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
Segall Bryant & Hamill Chicago IL 06/2004 12/2023
Corient Chicago IL 03/2023 12/2025
Corient Services Llc Miami FL 01/2024 12/2025
William Blair Chicago IL 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-21
  • S65 Uniform Investment Adviser Law Examination
    2006-11-21

View on SEC IAPD

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