Deep Enrich
Jordan Gitlin
1000 followers
Highland Park, Illinois, United States
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About me
Wealth Advisor
Education
Adlai E. Stevenson High School
2007 - 2011General Education
University of Montana
2011 - 2016Bachelor of Science Finance
Experience
Horwitz & Associates
Dec 2014 - Aug 2017Financial Advisor
Jan 2017 - Aug 2017Portfolio Administrator
Dec 2014 - Jan 2017
Wells Fargo Advisors
Sept 2017 - Jul 2019Financial Advisor
Lake County Stars
Jan 2018 - Aug 2021Travel Baseball Coach
Ameriprise Financial Services, Inc.
Jul 2019 - Jun 2020Associate Financial Advisor
Mesirow Financial
Jun 2020 - nowWealth Advisor, Mesirow Wealth Management
NAMI Chicago
Feb 2023 - nowVice President, NAMI Associate Board
Nov 2024 - nowAssociate Board Member
Feb 2023 - Nov 2024
Licenses & Certifications
.webp)
Uniform Securities Agent
Financial Industry Regulatory Authority (FINRA)General Securities Representative
Financial Industry Regulatory Authority (FINRA)Uniform Investment Adviser
Financial Industry Regulatory Authority (FINRA)
Volunteer Experience
Coach
Issued by Buffalo Grove Bills Youth Football on Aug 2007Associated with Jordan GitlinChaperone
Issued by Snowbird Ski Shop on Dec 2006Associated with Jordan Gitlin
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