Unclaimed Profile

Jesse Humberto Ruiz

THE VISTRIA GROUP, LP·CHICAGO, Illinois

Clean recordTHE VISTRIA GROUP, LP

300 E. RANDOLPH ST., CHICAGO, IL 60601CRD# 7445109Firm CRD# 167045

Profile Verification

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

Identity

Jesse Humberto Ruiz · CHICAGO, IL

Registration

CRD #7445109 · THE VISTRIA GROUP, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jesse Humberto Ruiz is a registered financial advisor based in CHICAGO, Illinois, affiliated with THE VISTRIA GROUP, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

THE VISTRIA GROUP, LP

AUM

$9.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE VISTRIA GROUP, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: CARRIED INTEREST

Regulatory

SEC/IARD CRD# 7445109

Firm CRD# 167045

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jesse Humberto Ruiz offer?

Jesse Humberto Ruiz specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.

What are Jesse Humberto Ruiz's credentials?

Jesse Humberto Ruiz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jesse Humberto Ruiz located?

Jesse Humberto Ruiz is based in CHICAGO, Illinois, working with THE VISTRIA GROUP, LP. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Jesse Humberto Ruiz charge for services?

Jesse Humberto Ruiz's firm is compensated through percentage of aum, performance-based fees, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE VISTRIA GROUP, LP?

THE VISTRIA GROUP, LP has approximately 80 employees and manages $9.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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