JZ
Janis Zvingelis
QRG CAPITAL MANAGEMENT
Chicago, IL 60601
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CRD#: 5158206
JZ
Professional summary
Janis Zvingelis is a registered financial advisor currently at QRG CAPITAL MANAGEMENT, INC. located in Chicago, Illinois.
Janis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Janis has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Janis Zvingelis's 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®
NoneExperience
Current
March 23, 2020 - Present
QRG CAPITAL MANAGEMENT, INC.
Office #1: 35 East Wacker Drive Suite 2400, Chicago, IL 60601RIA
CRD#: 305277
Chicago, IL
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".
QC
QRG CAPITAL MANAGEMENT, INC.
ENVESTNET CAPITAL MANAGEMENT | QRG CAPITAL MANAGEMENT, INC. | QRG
CRD#: 305277 / SEC#: 801-118081
RIA
Registered Investment Advisory firm - (2/18/2020 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.Highlighted states indicate IAR registrations
IAR
Illinois(3/23/2020)
Exams
Current Firm
QC
QRG CAPITAL MANAGEMENT, INC.
ENVESTNET CAPITAL MANAGEMENT | QRG CAPITAL MANAGEMENT, INC. | QRG
CRD#: 305277 / SEC#: 801-118081
RIA
Registered Investment Advisory firm - (2/18/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
222 N. Lasalle St., Suite 625, Chicago, IL 60601
Mailing Address
1000 Chesterbrook Boulevard, Suite 250, Berwyn, PA 19312
Phone number
(312) 827-2800
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 16,768 |
| AUM (Assets Under Management) | $ 11,351,507,993 |
Red Flags
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