John
Lafferty

Segall Bryant & Hamill

CRD#5205509
Investment Advisor
in Chicago, IL

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About this Advisor

John Lafferty is a financial advisor operating out of Chicago, Illinois who has 17 years of industry experience. Lafferty is on the advisory team at Segall Bryant & Hamill. Their career trajectory has included roles at Segall Bryant & Hamill and Ci Segall Bryant & Hamill Private Wealth. Lafferty has a Series 65 license, certifying them as an investment advisor representative, and is able to work in Illinois. Segall Bryant & Hamill is a registered investment firm based out of Chicago, IL. The investment advisory business has offices in four locations and a total of 124 advisors. It handles $15 billion in assets under management across its 993 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 58 charitable organizations. Of its 993 accounts, just 6% are held by high-net-worth investors who have greater than $1 million in assets. Segall Bryant & Hamill provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on which services are offered. Fee types billed by Segall Bryant & Hamill likely consist of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

17 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

540 West Madison Street Suite 1900
Chicago, IL 60661-2551

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Segall Bryant & Hamill Brokerage Details

Total Assets Under Management

$15,434,620,764

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

124

IL Average: 44
Total Number of Accounts

993

IL Average: 2,564
Average Account Size

$15,543,425

IL Average: $2,603,165

Investment Advisory 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

John Lafferty Work History

John has been registered as a financial advisor for 17 years.*

2023 - Present (1 year)

Ci Segall Bryant & Hamill Private Wealth

2004 - Present (20 years)

Segall Bryant & Hamill

*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 John Lafferty 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 Segall Bryant & Hamill

Timothy Rich
Denver, CO
Chad Mcdonnell
Denver, CO
Thomas Mcgrath
Chicago, IL
Merle Trees
Chicago, IL
Keith Minogue
Chicago, IL
Alexander Crevi
Naples, FL
Scott Newhall
Chicago, IL
John Lafferty
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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