Unclaimed Profile

Jeffrey Charles Pearsall

RMB CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois

Series 7, Series 31, Series 63, Series 65Clean record26 years registeredRMB CAPITAL MANAGEMENT, LLC

115 S. LASALLE, 34TH FLOOR, CHICAGO, IL 60603CRD# 2395484Firm CRD# 134249

Profile Verification

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

Identity

Jeffrey Charles Pearsall · CHICAGO, IL

Registration

CRD #2395484 · RMB CAPITAL MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

CURI CAPITAL, LLC

Apr 2005 – present

UBS FINANCIAL SERVICES INC.

Feb 2000 – Apr 2005

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · February 9, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CURI RMB CAPITAL, LLC

CRD 134249 · SEC 801-63939

AUM

$8.5B

Regulatory assets under management

Employees

185

15,723 client accounts

Services offered by CURI RMB CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CURI RMB CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Charles Pearsall offer?

Jeffrey Charles Pearsall specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Jeffrey Charles Pearsall's credentials?

Jeffrey Charles Pearsall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Charles Pearsall located?

Jeffrey Charles Pearsall is based in CHICAGO, Illinois, working with RMB CAPITAL MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Jeffrey Charles Pearsall charge for services?

Jeffrey Charles Pearsall's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RMB CAPITAL MANAGEMENT, LLC?

RMB CAPITAL MANAGEMENT, LLC has approximately 185 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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