Jeffery Wille (CRD# 7723737) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in Northbrook, IL and has 1 year of experience in the finance industry. Jeffery Wille has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pure Financial Advisors, LLC | San Diego, CA | Apr 2024 - Current | < 1 |
| Pure Financial Advisors, LLC | San Diego, CA | May 2023 - Apr 2024 | < 1 |
| Pure Financial Advisors, LLC | San Diego, CA | Apr 2023 - May 2023 | < 1 |
| Gresham Partners, LLC | Chicago, IL | Apr 2016 - Mar 2023 | 6 |
| Northern Trust Corporation | Chicago, IL | Apr 2012 - Apr 2016 | 4 |
- IL
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Total Assets Under Management6,293MILLIONS
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Total Number of Accounts17,762ACCOUNTS
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Average Account Value$354,285
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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