Jonathan Woo
Dearborn Partners · Chicago, Illinois
Jonathan Woo is a fee-only financial advisor at Dearborn Partners in Chicago, Illinois. Dearborn Partners reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Dearborn Partners |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.74B across 2,124 accounts |
| SEC registration | Investment adviser representative in IL · CRD 5635438 |
| Exams passed | Series 66 (2012) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.dearbornpartners.com |
| Profile |
How Jonathan's firm compares
- Dearborn Partners's average account is about $1.3 million, from its Form ADV (assets managed divided by 2,124 accounts).
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Questions about Jonathan
Is Jonathan Woo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Dearborn Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Dearborn Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Jonathan Woo based?
Jonathan Woo is based in Chicago, Illinois.
Is Jonathan Woo registered with the SEC?
Yes. Jonathan Woo is registered as an investment adviser representative in IL (CRD 5635438), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dearborn Partners manage?
Dearborn Partners reports $2.74B across 2,124 accounts in assets under management.
How do I contact Jonathan Woo?
Through Jonathan's website, www.dearbornpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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