Jan-Peter Breugelmans is a registered investment advisor, based in Chicago, IL, with 16 years of industry experience.
Location
227 W. Monroe Street, Suite 2100, Chicago, IL, 60606
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Regulatory History
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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Jan-Peter is the treasurer for the Ferrari Club of America Central States Region since 2022. He spends a few hours per week attending meetings, arranging events, managing membership dues, paying vendors, and providing financial overviews.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations2 states
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.