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Luis Trujillo

Investment adviser representative at Mesirow Financial Investment Management, Inc.
13 yearsExperience
7 statesRegistered in
$50.4BFirm assets
40 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Mesirow Financial Investment Management, Inc.Feb 2025 to now
  2. Mesirow Financial Inc.Feb 2025 to now
  3. JPMorgan Chase Bank, NAJun 2023 to now
  4. JPMorgan Securities LLCJun 2023 to now
  5. Union Bank & Trust CoAug 2019 to May 2023
  6. University of Nebraska-lincolnAug 2019 to Dec 2022
  7. Domant Property ServicesJun 2019 to Jul 2019
  8. UnemployedJun 2013 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 7 states (AL, CA, IL, IN, KY, LA, TX).

Mesirow Financial Investment Management, Inc.

$50.4BAssets managed
90,291Clients
88Advisers
40 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7777679
Firm CRD
111135
Advisor's SEC record (opens in a new tab)
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