JS
CFP
JS
CFP

Jessica Scime

18 Years of Experience
Chicago, IL
Broker

Jessica Scime is a CFP-designated registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 18 years of industry experience. Jessica is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 38,171 clients with $64B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
329 advisors
IM Fee
Planning only
Assets Under Management
$64.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

The William Blair Building, 150 North Riverside, Chicago, IL, 60606-1594

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
William BlairBroker
May 2011 - Present · 15 yrs 5 mos
William Blair & Company L.L.C.
May 2011 - Present · 15 yrs 5 mos
William Blair
May 2011 - Present · 15 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
September 2008 - May 2011 · 2 yrs 8 mos
UBS Financial Services INC.Broker
March 2008 - May 2011 · 3 yrs 2 mos
State Registrations34 states
ALAZCACOCTDCDEFLGAILINKYMAMDMIMNMONCNJNMNVNYOHPAPRRISCTNTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
Jessica Scime - Financial Advisor | TrueAdvisor