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John William Thomas

Investment adviser representative at Chicago Partners Investment Group LLC
11 yearsExperience
2 statesRegistered in
$7.5BFirm assets
18 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 assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Chicago Partners Investment Group LLCJun 2025 to now
  2. Chicago Partners Investment GroupJun 2024 to Jul 2024
  3. Denison UniversityJul 2021 to May 2025
  4. Loyola AcademyAug 2017 to May 2021
  5. Culvers RestaurantsMay 2017 to Dec 2017
  6. OlphMar 2015 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Chicago Partners Investment Group LLC

$7.5BAssets managed
2,764Clients
57Advisers
18 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
8123561
Firm CRD
147662
Advisor's SEC record (opens in a new tab)
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