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Chad Waynee

Edward Jones

Buffalo Grove, IL

CRD 6726013

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-10
IL RA APPROVED 2017-03-24
  • TX RA
    APPROVED
    Since 2023-04-10
  • IL RA
    APPROVED
    Since 2017-03-24

Branch Locations

750 W Lake Cook Rd Ste 110, Buffalo Grove, IL 60089 • 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
Edward Jones St Louis MO 11/2016 Present
Balyasny Asset Management Chicago IL 06/2012 10/2016
  • 11/2016 → Present
    Edward Jones
    St Louis, MO
  • 06/2012 → 10/2016
    Balyasny Asset Management
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-24
  • S66 Uniform Combined State Law Examination
    2017-01-24
Designations
  • Chartered Financial Analyst
Other Names
  • Chad Waynee
  • Chad Anthony Waynee

View on SEC IAPD

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SGL FINANCIAL, LLC · Buffalo Grove, IL
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