Jeffrey J. Cismoski

ORG PARTNERS

Schaumburg, IL 60173

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CRD#: 5859547

Professional summary

Jeffrey J Cismoski, CFP®, CPWA® is a registered financial advisor currently at ORG PARTNERS located in Schaumburg, Illinois.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey J Cismoski'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®

CFP^®

Certified Financial Planner

Start date: 2013

CPWA^®

Certified Private Wealth Advisor

Experience

Current

July 30, 2021 - Present

ORG PARTNERS

Office #1: 1900 E Golf Road Suite 950, Schaumburg, IL 60173

RIA

CRD#: 312728

Schaumburg, IL

Past

October 20, 2020 - July 30, 2021

WEALTHSHIELD PARTNERS, LLC

RIA

CRD#: 169584

SCHAUMBURG, IL

Past

March 15, 2019 - October 20, 2020

CRESSET ASSET MANAGEMENT, LLC

RIA

CRD#: 288566

Schaumburg, IL

Past

November 7, 2013 - April 22, 2019

EVANSTON ADVISORS

RIA

CRD#: 106269

SCHAUMBURG, IL

Past

May 24, 2011 - September 3, 2013

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PORTLAND, OR

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".

ORG PARTNERS

CRD#: 312728 / SEC#: 801-120444

RIA

Registered Investment Advisory firm - (3/18/2021 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
(8/22/2023)

IAR

Indiana
(7/30/2021)

IAR

South Carolina
(8/22/2023)

IAR

Wisconsin
(8/22/2023)

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

State Security Law Exam

IAR

Series 65

Date: 2/21/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/9/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/23/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ORG PARTNERS

CRD#: 312728 / SEC#: 801-120444

RIA

Registered Investment Advisory firm - (3/18/2021 Approved)

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Contact information

Main Address

5001 Spring Valley Rd Suite 810w, Dallas, TX 75244

Mailing Address

Phone number

(260) 469-9173

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ORG PARTNERS WRAP BROCHURE (8/27/2025)

ORG PARTNERS ADV2A BROCHURE (8/27/2025)

Regulatory assets under management

Total Number of Accounts	1,747
AUM (Assets Under Management)	$ 772,570,633

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.

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Jeffrey J. Cismoski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey J Cismoski's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHSHIELD PARTNERS, LLC

CRESSET ASSET MANAGEMENT, LLC

EVANSTON ADVISORS

M HOLDINGS SECURITIES, INC.

Primary Firm SEC Registration

ORG PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/21/2014

Series 63

Date: 6/9/2011

Series 6

Date: 5/23/2011

Current Firm

ORG PARTNERS

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ORG PARTNERS

TRUST BUT VERIFY

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