JL
JL

Jeffrey Levine

17 Years of Experience
Chicago, IL
Broker

Jeffrey Levine is a registered investment advisor at Mesirow Advanced Strategies INC, based in Chicago, IL, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

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.

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Location

353 N. Clark Street, Chicago, IL, 60654

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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.

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Other Business Activities

Jeffrey is an ethics officer for the City of Riverside Ethics Commission, a non-investment related activity taking minimal time. He also serves on the endowment committee for West Suburban Temple Har Zion, reviewing short-term fixed income investments for a few hours per week.

Employment History
Current Registrations
Mesirow Advanced Strategies INC
July 2018 - Present · 7 yrs 10 mos
Mesirow Financial Investment Management, INC.
August 2014 - Present · 11 yrs 9 mos
Mesirow Financial, INC.
January 2009 - Present · 17 yrs 4 mos
Mesirow Financial, INC.Broker
January 2009 - Present · 17 yrs 4 mos
Previous Registrations
Mesirow Financial Alternative Investments, LLC
April 2015 - August 2016 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.