Broker Check
Jason Burkel


300 N Hunt Club Rd
Gurnee, IL   60031

Serving the Gurnee, Grayslake, and Mundelein, IL regions and Banking Centers

We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan – a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.

Career Highlights & Industry Expertise

  • Financial industry professional since 2009

  • Series 7 and 66 registrations, held through LPL Financial

  • Securities Industry Essentials (SIE) Examination


  • Bachelor’s degree in marketing from Illinois State University

I’m an active golfer and a huge baseball and football fan. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today. To set up an appointment or for general service and support, please contact my Wealth Sales Assistant, Rolanda Bowers at (224) 570-6766 or

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