JR
Jenifer A. Ratcliffe
LINCOLN ADVISORS
Chicago, IL 60602
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CRD#: 5317077
JR
Professional summary
Jenifer Ann Ratcliffe is a registered financial advisor currently at LINCOLN ADVISORS located in Chicago, Illinois.
Jenifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jenifer 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 Jenifer Ann Ratcliffe'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
September 8, 2023 - Present
LINCOLN ADVISORS
Office #1: 120 N Lasalle Street Suite 2900, Chicago, IL 60602RIA
CRD#: 112175
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".
LA
LINCOLN ADVISORS
LINCOLN ADVISORS | LPC REALTY ADVISORS I, LLC | LPC REALTY ADVISORS I LTD | LPC REALTY ADVISORS I LP
CRD#: 112175 / SEC#: 801-42158
RIA
Registered Investment Advisory firm - (8/19/1992 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
Texas(9/8/2023)
Exams
Current Firm
LA
LINCOLN ADVISORS
LINCOLN ADVISORS | LPC REALTY ADVISORS I, LLC | LPC REALTY ADVISORS I LTD | LPC REALTY ADVISORS I LP
CRD#: 112175 / SEC#: 801-42158
RIA
Registered Investment Advisory firm - (8/19/1992 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
120 N Lasalle Street Suite 2900, Chicago, IL 60602
Mailing Address
Phone number
(312) 345-8780
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 1,858,227,878 |
Red Flags
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