Jennifer
Dawson

Hemington Wealth Management

CRD#5139646
Investment Advisor
in Chicago, IL

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About this Advisor

Jennifer Dawson is a financial advisor based in Chicago, Illinois, working with Hemington Wealth Management. Jennifer has previously held positions at Balasa Dinverno Foltz LLC and Hemington Wealth Management. Jennifer is registered to provide services in Virginia. Currently, Jennifer is part of Hemington Wealth Management, which operates out of Chicago, Illinois. The firm has 1 office and 17 employees. The firm manages assets totaling $894.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Hemington Wealth Management includes asset-based and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

150 S. Wacker Suite 2400
Chicago, IL 60606

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Hemington Wealth Management Brokerage Details

Total Assets Under Management

$894,445,412

IL Average: $1,835,309,194
Total Number of Employees

17

IL Average: 32
Total Number of Accounts

1,612

IL Average: 1,458
Average Account Size

$554,867

IL Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jennifer Dawson Work History

2017 - Present (7 years)

Hemington Wealth Management

2012 - 2017 (5 years)

Balasa Dinverno Foltz LLC

2007 - 2017 (10 years)

Balasa Dinverno Foltz LLC

Disclosures

Please visit the SEC profile of Jennifer Dawson 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 Hemington Wealth Management

Michael Byman
Falls Church, VA
Katherine Mabry
Falls Church, VA
Beth Kaufman
Denver, CO
James Delucas
Falls Church, VA
Alexandra Mastrota
Falls Church, VA
Eileen O'Connor
Falls Church, VA
Carrie Leinbach
Falls Church, VA
Steven Cherry
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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