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JW

Jon Brent Wildermuth Jr

CHICAGO, IL
·CRD# 2637152·28 years experience

Professional Summary

Jon Brent Wildermuth JR, who also goes by Jack Wildermuth Jr, Jack Wildermuth, Jon Brent Wildermuth, was a registered financial advisor. Jon was registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jon had worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jack Wildermuth Jr, Jack Wildermuth, Jon Brent Wildermuth

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

Current

Unknown FirmCurrent·
Chicago, IL
October 28, 2026 - Present

Past

ROCKEFELLER CAPITAL MANAGEMENTPast·CRD# 294197
RIA
Chicago, IL
October 15, 2025 - December 12, 2025
ROCKEFELLER FINANCIAL LLCPast·CRD# 291361
RIA
Chicago, IL
October 15, 2025 - December 12, 2025
ROCKEFELLER FINANCIAL LLCPast·CRD# 291361
BD
Chicago, IL
October 15, 2025 - December 12, 2025
SENDERO WEALTH MANAGEMENT, LLCPast·CRD# 145594
RIA
Chicago, IL
October 9, 2024 - March 10, 2025
SENDERO SECURITIES, LLCPast·CRD# 146627
BD
San Antonio, TX
October 9, 2024 - March 10, 2025
HARRIS ASSOCIATES SECURITIES LLCPast·CRD# 6959
BD
Chicago, IL
May 16, 2008 - October 18, 2024
PAVILION ADVISORY GROUP INC.Past·CRD# 137901
RIA
Chicago, IL
February 1, 2006 - April 28, 2008
STRATFORD ADVISORY GROUP INCPast·CRD# 105749
RIA
Chicago, IL
January 17, 2002 - January 27, 2006
WILLIAM R. HOUGH & CO.Past·CRD# 2235
BD
St. Petersburg, FL
August 23, 1995 - July 8, 1997

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Current Firm

No current employment

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

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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.
IAR
Illinois
(10/28/2026)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2025About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2000About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2013About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 2008About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Mar 2014About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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