AdvisorOS Directory
Claim Profile
Unclaimed Profile
JC

Jason Matthew Carver

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois
SIE, Series 7, Series 7TO, Series 24, Series 27, Series 57TO, Series 63, Series 99TOCFAClean recordPERFORMANCE TRUST CAPITAL PARTNERS, LLC
500 W. MADISON, CHICAGO, IL 60661CRD# 4681802Firm CRD# 36155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Matthew Carver · CHICAGO, IL
Registration
CRD #4681802 · PERFORMANCE TRUST CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 27
Series 57TO
Series 63
Series 99TO
Registration record
Professional designation · CFA
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PERFORMANCE TRUST CAPITAL PARTNERS, LLC
CRD 36155 · SEC 801-72427
AUM
$302M
Regulatory assets under management
Employees
357
2 client accounts
Services offered by PERFORMANCE TRUST CAPITAL PARTNERS, LLC
Per Form ADV
Selection of other advisers
Educational seminars/workshops
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Nonprofits & Foundations
View all advisors at PERFORMANCE TRUST CAPITAL PARTNERS, LLC →
Introduction

Speak with Jason Matthew

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

Not sure if Jason Matthew 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 AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Jason Matthew Carver offer?
Jason Matthew Carver specializes in Wealth Management, Financial Education. Contact their office in CHICAGO, Illinois for a consultation.
What are Jason Matthew Carver's credentials?
Jason Matthew Carver holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jason Matthew Carver located?
Jason Matthew Carver is based in CHICAGO, Illinois, working with PERFORMANCE TRUST CAPITAL PARTNERS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Jason Matthew Carver charge for services?
Jason Matthew Carver's firm is compensated through percentage of aum, subscription fees, other: based on number of holdings for portfolio accounting service. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERFORMANCE TRUST CAPITAL PARTNERS, LLC?
PERFORMANCE TRUST CAPITAL PARTNERS, LLC has approximately 357 employees and manages $302M 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 →

Other Advisors at PERFORMANCE TRUST CAPITAL PARTNERS, LLC

Edward Paul Thill
CHICAGO, IL
Chirag Shah
CHICAGO, IL
Craig Stephen Johnson
CHICAGO, IL
Jason Alan Elder
CHICAGO, IL
David George Gobberdiel
CHICAGO, IL
David Raymond Salutric
CHICAGO, IL

More Advisors in CHICAGO, Illinois

Martin Barry Kaplan
MESIROW ADVANCED STRATEGIES INC·CHICAGO, IL
John William Wimbiscus
TRINITY FINANCIAL ADVISORS LLC·CHICAGO, IL
Michael Patrick Savino
DODDA ADVISORY SERVICES·CHICAGO, IL
Thomas Francis Meagher
GROSVENOR CAPITAL MANAGEMENT, L.P.·CHICAGO, IL
Chad Morgan Feingold
BDT CAPITAL PARTNERS, LLC·CHICAGO, IL
Brian B. Musso
TRIAD TRADING, LLC·CHICAGO, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)BLOOMINGTON (31)
City Guides
NAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK GuideWHEATON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile