Jesse Golik Meineke

Employer firm

The Mather Group, LLC CRD 156005

$13.4B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → Present
  The Mather Group
  Chicago, IL
• 03/2018 → 02/2021
  Trinity Financial Advisors
  Chicago, IL
• 06/2017 → 02/2018
  Integra Financial Advisory
  Chicago, IL
• 08/2015 → 12/2017
  Student
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-27

Other Names

• Jesse Golik Meineke