Jeffrey W. Witz

MEDIQUS ASSET ADVISORS

CHICAGO, IL 60631-3655

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CRD#: 6069053

Professional summary

Jeffrey William Witz, CFP® is a registered financial advisor currently at MEDIQUS ASSET ADVISORS, INC. located in Chicago, Illinois.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jeffrey 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.

Life and disability insurance sales to clients of MEDIQUS Asset Advisors, Inc. 200 N. LaSalle St. Ste 2300, Chicago, IL 60601. Coordinates quotes and recommendations for clients of the firm. Will spend 5 to 10 hours per month on these activities during normal business hours of 830 AM to 445 PM Monday through Friday.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey William Witz'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: 2016

Experience

Current

June 20, 2016 - Present

MEDIQUS ASSET ADVISORS, INC.

Office #1: 8750 W. Bryn Mawr Ste 325, Chicago, IL 60631-3655

RIA

CRD#: 107694

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".

MEDIQUS ASSET ADVISORS, INC.

MEDIQUS ASSET ADVISORS INC | MEDIQUS ASSET ADVISORS, INC.

CRD#: 107694 / SEC#: 801-50225

RIA

Registered Investment Advisory firm - (9/28/1995 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
(6/20/2016)

IAR

Texas
(2/3/2025)

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

Current Firm

MEDIQUS ASSET ADVISORS, INC.

MEDIQUS ASSET ADVISORS INC | MEDIQUS ASSET ADVISORS, INC.

CRD#: 107694 / SEC#: 801-50225

RIA

Registered Investment Advisory firm - (9/28/1995 Approved)

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Contact information

Main Address

8750 W. Bryn Mawr Ste 325, Chicago, IL 60631-3655

Mailing Address

Phone number

(312) 419-3733

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV BROCHURE 2AB FOR MEDIQUS ASSET ADVISORS (5/13/2025)

ADV BROCHURE PART 2AB WEALTH BUILDER (5/13/2025)

Regulatory assets under management

Total Number of Accounts	1,399
AUM (Assets Under Management)	$ 1,301,315,357

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 W. Witz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey William Witz's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEDIQUS ASSET ADVISORS, INC.

Primary Firm SEC Registration

MEDIQUS ASSET ADVISORS, INC.

State Registrations and Notice Filings

Exams

Current Firm

MEDIQUS ASSET ADVISORS, INC.

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEDIQUS ASSET ADVISORS, INC.

TRUST BUT VERIFY

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