Unclaimed Profile

Diana Jill Joseph

BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC·CHICAGO, Illinois

Series 7, Series 24, Series 63, Series 65Clean record24 years registeredBARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC

1 NORTH FRANKLIN STREET, CHICAGO, IL 60606CRD# 1996648Firm CRD# 149472

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Diana Jill Joseph · CHICAGO, IL

Registration

CRD #1996648 · BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC

TELEMUS CAPITAL, LLC

Nov 2017 – Jun 2023

Chicago, IL

BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC

Feb 2009 – Nov 2017

CHICAGO, IL

DEARBORN PARTNERS L.L.C.

May 2006 – Oct 2014

CHICAGO, IL

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Oct 2001 – Aug 2004

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 5, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC

CRD 149472 · SEC 801-69933

AUM

$349M

Regulatory assets under management

Employees

598 client accounts

Services offered by BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC →

Introduction

Speak with Diana

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Diana is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Diana Jill Joseph offer?

Diana Jill Joseph specializes in Financial Planning, Investment Management, Wealth Management.

What are Diana Jill Joseph's credentials?

Diana Jill Joseph is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Diana Jill Joseph located?

Diana Jill Joseph is based in CHICAGO, Illinois, last registered with BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC.

How does Diana Jill Joseph charge for services?

Diana Jill Joseph's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC?

BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC has approximately 11 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →