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JB

Jacqueline L. Bulava

LASALLE ST. INVESTMENT ADVISORS, L.L.C.
Oak Brook, IL 60523
Some features on this profile are disabled
CRD#: 6172232
JB

Professional summary

Jacqueline Lee Bulava, who also goes by Jackie Bulava, Jackie Mueller, Jacqueline L Mueller, Jackie Thompson, Jacqueline L Thompson, is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Oak Brook, Illinois and LASALLE ST SECURITIES, L.L.C. located in Oak Brook, Illinois.

Jacqueline is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jacqueline has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jackie Bulava | Jackie Mueller | Jacqueline L Mueller | Jackie Thompson | Jacqueline L Thompson

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 Jacqueline Lee Bulava'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®
None

Experience

Current

April 11, 2025 - Present

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Office #1: 900 Jorie Blvd Ste 238, Oak Brook, IL 60523
RIA
CRD#: 109701
Oak Brook, IL
Current

April 11, 2025 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 900 Jorie Blvd Ste 238, Oak Brook, IL 60523
BD
CRD#: 7191
Oak Brook, IL
Past

November 8, 2024 - April 15, 2025

OSAIC ADVISORY SERVICES, LLC

RIA
CRD#: 171070
OAK BROOK, IL
Past

June 14, 2024 - April 15, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
OAK BROOK, IL
Past

August 2, 2019 - November 8, 2024

ARBOR POINT ADVISORS

RIA
CRD#: 165127
OAK PARK, IL
Past

August 2, 2019 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
OAK BROOK, IL
Past

November 30, 2018 - August 2, 2019

CWM, LLC

RIA
CRD#: 155344
Oak Park, IL
Past

November 19, 2018 - November 28, 2018

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
OAK PARK, IL
Past

May 10, 2018 - December 31, 2018

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
OAK PARK, 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".
LS
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701 / SEC#: 801-33422

RIA
Registered Investment Advisory firm - (2/10/1989 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(4/11/2025)
IAR
Illinois
(4/11/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/29/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/10/2018
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

LS
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701 / SEC#: 801-33422

RIA
Registered Investment Advisory firm - (2/10/1989 Approved)
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Contact information

Main Address
940 N. Industrial Dr., Elmhurst, IL 60126-1131
Mailing Address
Phone number
(630) 600-0500
Established
Firm type
Fiscal year end
# of Employees
144

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LSIA ADV PART 2A 01-02-18 (12/3/2025)

Regulatory assets under management

Total Number of Accounts11,941
AUM (Assets Under Management)$ 4,346,509,887

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.

Company Information

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701Oak Brook, IL 60523

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