PJ
Peter Jarrett
Investment Associate at Rothschild Wealth Partners
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Work Experience
Investment Associate
Oct 2018 - Present · 6 years and 3 months
Financial Analyst
Sep 2017 - Oct 2018 · 1 years and 1 months
Assistant Account Executive
Apr 2017 - Sep 2017 · 5 months
Company Details
Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under advisement. Across our 110+ year history, our core mission has remained the same: to empower individuals to make sense of their money, guide them to grow their wealth, and strategically provide robust protection measures. At Rothschild Wealth, we don't rely on preset models. Instead, we offer customizable investment solutions, adapt to alternative investments when appropriate, and use risk management to protect against the downside. We are dedicated students of our trade, constantly enhancing our knowledge of investments, tax strategies, and financial planning. This commitment to continuous learning ensures that we always provide the highest quality service, unlocking our clients’ financial potential. Partnering with affluent families, business owners, and executives, Rothschild Wealth helps navigate the intricacies of handling wealth to help ensure that our clients make the most of their financial future. When life changes, we know how to help.
Year Founded
1908
Social Media
Linkedin
Industry
Financial Services
HQ Location
311 S. Wacker Drive Suite 5900 Chicago, IL 60606, US
Keywords
Investment Advisory - Equity and Fixed IncomeCorporate Retirement PlansInvestment AdvisoryCorporate Retirement PlInsurance PlanningFinancial PlannerFinancial Planner ChicagoFiduciary AdvisorCERTIFIED FINANCIAL PLANNERS®Investment Management
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