Jan Shijie
Qin

Vivaldi Capital Management Lp

CRD#5877254
Investment Advisor
in Chicago, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jan Shijie Qin is a financial advisor based out of Chicago, Illinois, with 6 years of industry experience. Qin currently works for Vivaldi Capital Management Lp. During their career, Qin has held roles at Superfund Usa, LLC and Vivaldi Capital Management. Qin maintains Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Illinois. Vivaldi Capital Management Lp is a registered investment company headquartered in Chicago, IL. It has offices in four locations and a total of 53 people on staff. It controls $3 billion in total assets among its 5,990 accounts, placing it among the largest firms in the United States by assets under management. Of its 5,990 client accounts, 46% are held by high-net-worth clients who have more than $1 million in assets available to invest. Vivaldi Capital Management Lp performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Vivaldi Capital Management Lp can include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

225 West Wacker Suite 2100
Chicago, IL 60606

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Vivaldi Capital Management Lp Brokerage Details

Total Assets Under Management

$3,332,020,054

IL Average: $6,674,516,078
Total Number of Employees

53

IL Average: 44
Total Number of Accounts

5,990

IL Average: 2,564
Average Account Size

$556,264

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jan Shijie Qin Work History

Jan Shijie has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Vivaldi Capital Management

2014 - 2016 (2 years)

Superfund Usa, LLC

2013 - 2014 (1 year)

Superfund Usa, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jan Shijie Qin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vivaldi Capital Management Lp

Jan Shijie Qin
Chicago, IL
Ilya Zlotnik
Chicago, IL
Meaghan Wirtz
Chicago, IL
Randal Golden
Chicago, IL
David Sternberg
Chicago, IL
Abigail Phillips
Chicago, IL
Michael Peck
Chicago, IL
Brian Quinn
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started