Jason
Castillo
Kovitz Investment Group Partners, LLC
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About this Advisor
Jason Castillo is a financial advisor operating out of Chicago, Illinois, with 4 years of relevant experience. Castillo is an advisor for Kovitz Investment Group Partners, LLC. The advisor has gained experience at Kovitz Securities, LLC, Nuveen Securities, Eze Software Group, Boston College and Kovitz Investment Group Partners, LLC. Castillo maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Kovitz Investment Group Partners, LLC is a business headquartered in Chicago, IL. The company has offices in seven locations and a total of 92 employees. It manages $7 billion in assets under management among its 6,927 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 42 charitable organizations. Of its 6,927 customer accounts, 58% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial management fees largely depend on which service is provided. However, fee types billed by Kovitz Investment Group Partners, LLC can include any blend of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kovitz Investment Group Partners, LLC Brokerage Details
$7,293,644,752
92
6,927
$1,052,930
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Jason Castillo Work History
Jason has been registered as a financial advisor for 4 years.*
Kovitz Securities, LLC
Kovitz Investment Group Partners, LLC
Nuveen Securities
Eze Software Group
Boston College
*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 Jason Castillo 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 Kovitz Investment Group Partners, LLC
Chicago, IL
Aliso Viejo, CA
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
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.
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