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JV

Jaana M. Virta-gupta

WINSLOW FINANCIAL
LAKE BLUFF, IL 60044
CRD#: 8146187
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JV
Jaana Monika Virta-guptaWINSLOW FINANCIAL

Professional summary

Jaana Monika Virta-gupta, who also goes by Jaana Monika Rudolph, Jaana Monika VIrta, is a registered financial advisor currently at WINSLOW FINANCIAL LLC located in Lake Bluff, Illinois.

Jaana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jaana has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Jaana Monika Rudolph | Jaana Monika Virta

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 Jaana Monika Virta-gupta'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®
None

Experience

Current

February 25, 2026 - Present

WINSLOW FINANCIAL LLC

Office #1: 11 N Skokie Hwy Suite 306, Lake Bluff, IL 60044
RIA
CRD#: 135866
LAKE BLUFF, IL

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
(2/25/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/25/2026
Uniform Investment Adviser Law Examination

Current Firm

WF
WINSLOW FINANCIAL LLC
WINSLOW FINANCIAL LLC

CRD#: 135866 / SEC#:

California
Registered Investment Advisory firm - (10/29/2021 Approved)
Florida
Registered Investment Advisory firm - (10/23/2019 Approved)
Illinois
Registered Investment Advisory firm - (7/7/2005 Approved)
Ohio
Registered Investment Advisory firm - (8/9/2011 Approved)
Texas
Registered Investment Advisory firm - (9/26/2011 Conditional Restricted)
Wisconsin
Registered Investment Advisory firm - (11/15/2022 Approved)
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Contact information

Main Address
11 N Skokie Hwy Suite 306, Lake Bluff, IL 60044
Mailing Address
Phone number
(847) 217-0366
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts376
AUM (Assets Under Management)$ 98,341,000

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

WINSLOW FINANCIAL LLC

CRD#: 135866Lake Bluff, IL 60044

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