JK
JK

Jesse King

3 Years of Experience
Chicago, IL
Broker

Jesse King is a registered investment advisor at Segall Bryant & Hamill, based in Chicago, IL, with 3 years of industry experience. Jesse is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 5,743 clients with $23B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
5,743 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$22.6B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.55%
$25.0M - $50.0M0.45%
$50M+0.30%

Rates shown are for core equity strategies. Other strategies have different schedules (e.g., fixed income ranges from 0.15% to 0.50%, and small cap/international strategies range from 0.55% to 0.80%). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10 South Wacker Drive, Suite 3100, Chicago, IL, 60606

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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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Employment History
Current Registrations
Segall Bryant & Hamill
December 2025 - Present · 10 mos
Foreside Financial Services, LLCBroker
December 2024 - Present · 1 yr 10 mos
Foreside Financial Services, LLC
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Alera Investment Advisors, LLC
November 2021 - September 2023 · 1 yr 10 mos
Triad Advisors LLCBroker
July 2021 - September 2023 · 2 yrs 2 mos
State Registrations1 state
IL
Advisor

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.
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