Unclaimed Profile

Jonathan Dale Pliner

TOWERS WATSON INVESTMENT SERVICES, INC.·CHICAGO, Illinois

Clean recordTOWERS WATSON INVESTMENT SERVICES, INC.

233 SOUTH WACKER DRIVE, CHICAGO, IL 60606CRD# 7111553Firm CRD# 110473

Profile Verification

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

Identity

Jonathan Dale Pliner · CHICAGO, IL

Registration

CRD #7111553 · TOWERS WATSON INVESTMENT SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Dale Pliner is a registered financial advisor based in CHICAGO, Illinois, affiliated with TOWERS WATSON INVESTMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

TOWERS WATSON INVESTMENT SERVICES, INC.

AUM

$51.4B

Regulatory assets under management

Employees

208

Total firm employees

View all advisors at TOWERS WATSON INVESTMENT SERVICES, INC. →

Services

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other advisory services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: FEE BASED ON A PERCENTAGE OF ASSETS ADVISED ON

Regulatory

SEC/IARD CRD# 7111553

Firm CRD# 110473

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Dale Pliner offer?

Jonathan Dale Pliner specializes in Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Jonathan Dale Pliner's credentials?

Jonathan Dale Pliner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Dale Pliner located?

Jonathan Dale Pliner is based in CHICAGO, Illinois, working with TOWERS WATSON INVESTMENT SERVICES, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Jonathan Dale Pliner charge for services?

Jonathan Dale Pliner's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fee based on a percentage of assets advised on. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOWERS WATSON INVESTMENT SERVICES, INC.?

TOWERS WATSON INVESTMENT SERVICES, INC. has approximately 208 employees and manages $51.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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