CCO · Benchmark Investment Advisors LLC
Jamie A. Tebbe
CRD 2897075 · Named on Form ADV at one SEC-registered adviser
At a glance
Benchmark Investment Advisors LLC, an SEC-registered wealth manager based in Chicago, IL with $329 million in regulatory assets, lists Jamie A. Tebbe on its Form ADV as CCO, a control person.
Firms and roles
- Benchmark Investment Advisors LLCCCOWealth manager · Chicago, IL · $329M in regulatory assets
AtlasMembers
Jamie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- John P. SwiftCEO, Benchmark Investment Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jamie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.