Chief Executive Officer · Choreo, LLC
Jason D. Van De Loo
CRD 7222530 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Choreo, LLC, an SEC-registered wealth manager based in Rockford, IL with $19.1 billion in regulatory assets, lists Jason D. Van De Loo on its Form ADV as Chief Executive Officer, a control person. The SEC filings also name Jason at 1 other registered adviser.
Firms and roles
- Choreo, LLCChief Executive OfficerWealth manager · Rockford, IL · $19B in regulatory assets
- Choreo Partner Alliance, LLCChief Executive OfficerAsset manager · Rockford, IL · $0M in regulatory assets
AtlasMembers
Jason’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Lisa M. TamburiniGeneral Counsel and Chief Compliance Officer, Choreo, LLC
- Lawrence K. MilesExecutive Vice President, Corporate Development, Choreo, LLC
- Matthew A. GotlinChief Investment Officer, Choreo, LLC
- Molly F. McMillinChief Financial Officer, Choreo, LLC
- Michael D. RittershausChief Service Officer, Choreo, LLC
4 more people named with Jason on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.