Jeffrey S. Lasky

LATITUDE ADVISORS

Northbrook, IL 60062

Some features on this profile are disabled

CRD#: 1333003

Professional summary

Jeffrey Steven Lasky is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Northbrook, Illinois and GWN SECURITIES INC. located in Northbrook, Illinois.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Jeffrey has worked at 10 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. -- LATITUDE FINANCIAL LLC, TITLE VICE PRESIDENT 40% OWNER: HOLDING COMPANY OF LATITUDE ADVISORS LLC A SEC REGISTERED RIA,COMPENSATED BY NET PROFITS NOVEMBER 2009 TO PRESENT. 10 HOURS A MONTH 2. -- LATITUDE ADVISORS LLC VICE PRESIDENT INVESTMENT ADVISOR REPRESENTATIVE, COMPENSATED ON A FEE BASIS. 10HOURS A MONTH NOVEMBER 2009 TO PRESENT 3. -- INDEPENDENT INSURANCE AGENT, SALES OF FIXED AND HEALTH INSURANCE. COMPENSATED ON A COMMISSION BASIS. 15 HOURS PER MONTH SELF EMPLOYED AUGUST 1987 TO PRESENT 4. -- JEFFREY LASKY FINANCIAL SERVICES LLC POSITION: Member NATURE: Holding company for all related activities. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/02/2005 ADDRESS: 650 Dundee RD Suite 375, Northbrook IL 60062, United States DESCRIPTION: Owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Steven Lasky's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 2, 2009 - Present

LATITUDE ADVISORS, LLC

Office #1: 650 Dundee Road Suite 375, Northbrook, IL 60062

RIA

CRD#: 151001

Northbrook, IL

Current

November 2, 2009 - Present

GWN SECURITIES INC.

Office #1: 650 Dundee Road Suite 375, Northbrook, IL 60062

RIA

CRD#: 128929

Northbrook, IL

Past

October 3, 2005 - November 11, 2009

MEDALLION ADVISORY SERVICES, LLC

RIA

CRD#: 113788

NORTHBROOK, IL

Past

October 3, 2005 - November 11, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

NORTHBROOK, IL

Past

November 2, 2004 - October 10, 2005

HOCHMAN & BAKER INVESTMENT ADVISORY SERVICES, INC.

RIA

CRD#: 105560

NORTHBROOK, IL

Past

May 6, 2004 - October 10, 2005

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

NORTHBROOK, IL

Past

March 12, 2004 - October 10, 2005

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Past

January 29, 1998 - October 25, 2004

HOCHMAN & BAKER INVESTMENT ADVISORY SERVICES, INC.

RIA

CRD#: 105560

NORTHBROOK, IL

Past

February 21, 1991 - September 15, 2004

HOCHMAN & BAKER SECURITIES, INC.

CRD#: 19949

STAMFORD, CT

Past

May 30, 1990 - January 4, 1991

LONDON PACIFIC SECURITIES, INC.

CRD#: 25089

SACRAMENTO, CA

Past

February 21, 1985 - November 28, 1989

VMS SECURITIES, INC.

CRD#: 14648

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(1/4/2011)

Arizona
(11/2/2009)

Arkansas
(1/24/2022)

California
(11/2/2009)

Colorado
(11/2/2009)

Connecticut
(11/23/2009)

Florida
(11/2/2009)

Georgia
(1/24/2022)

Illinois
(11/2/2009)

IAR

Illinois
(11/2/2009)

Indiana
(3/23/2021)

Kansas
(5/17/2023)

Kentucky
(3/22/2024)

Michigan
(11/2/2009)

Minnesota
(2/14/2024)

New York
(4/15/2025)

North Carolina
(4/27/2015)

Ohio
(11/16/2009)

Oklahoma
(9/6/2024)

Oregon
(9/11/2012)

Pennsylvania
(11/2/2009)

South Carolina
(6/5/2014)

Tennessee
(11/11/2009)

Texas
(7/1/2019)

Utah
(11/2/2009)

Virginia
(4/8/2015)

Washington
(2/1/2022)

Wisconsin
(11/2/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/23/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/25/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 9/25/2025

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/16/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 12/19/2005

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/3/1994

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Yorkville, IL

Mailing Address

Phone number

(630) 553-3730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LATITUDE ADVISORS, LLC ADV BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,305
AUM (Assets Under Management)	$ 379,516,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Michael Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL

Louis Paster

UBS FINANCIAL SERVICES INC.

IAR

Chicago, IL

Jaime Villalobos

WILLIAM BLAIR

IAR

Chicago, IL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey S. Lasky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Steven Lasky's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

MEDALLION ADVISORY SERVICES, LLC

MEDALLION INVESTMENT SERVICES, INC.

HOCHMAN & BAKER INVESTMENT ADVISORY SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

HOCHMAN & BAKER INVESTMENT ADVISORY SERVICES, INC.

HOCHMAN & BAKER SECURITIES, INC.

LONDON PACIFIC SECURITIES, INC.

VMS SECURITIES, INC.

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/23/1998

Series 63

Date: 3/25/1985

Series 52TO

Date: 9/25/2025

SIE

Date: 10/1/2018

Series 7

Date: 2/16/1985

Series 53

Date: 12/19/2005

Series 24

Date: 5/3/1994

FINRA

Current Firm

LATITUDE ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LATITUDE ADVISORS, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors