Jeffrey Lasky has been Vice President of Latitude Advisors since November 2009, is a control person of the firm and directly owns under 5% of it.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
Jeffrey Lasky’s longest registration is the current one, 16 years at Latitude Advisors since 2009. Before joining Latitude Advisors in 2009, Jeffrey Lasky was registered through Medallion Advisory Services, LLC and Genworth Financial Advisers Corporation.
- Latitude Advisors, LLCCurrent– present · 16 yearsNorthbrook, IL · Adviser representative · Firm CRD 151001
- Medallion Advisory Services, LLC– · 4 yearsNorthbrook, IL · Adviser representative · Firm CRD 113788
- Genworth Financial Advisers Corporation– · 1 yearNorthbrook, IL · Adviser representative · Firm CRD 105644
- Hochman & Baker Investment Advisory Services, Inc.– · 7 yearsNorthbrook, IL · Adviser representative · Firm CRD 105560
Investment adviser representative registrations
Jeffrey Lasky is registered as an investment adviser representative in Illinois, since November 2009.
- IllinoisSince 2 November 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 25 September 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 19 December 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 February 1998 |
| Series 24 | General Securities Principal Examination | 3 May 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 March 1985 |
| Series 7 | General Securities Representative Examination | 16 February 1985 |
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Steven Lasky
- CRD
- 1333003
- Firm
- Latitude Advisors · CRD 151001
- Role
- Vice President
- Office
- 650 Dundee Road, Suite 375, Northbrook, IL 60062
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1985
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jeffrey Lasky work?
Jeffrey Lasky has been Vice President of Latitude Advisors, LLC since November 2009, and is a control person of the firm.
Is Jeffrey Lasky a financial advisor?
Yes. Jeffrey Lasky has a current investment-adviser registration in Illinois, through Latitude Advisors since November 2009.
How many years of experience does Jeffrey Lasky have?
Jeffrey Lasky has 41 years in the financial industry, since October 1985, across 4 adviser firms.
What exams has Jeffrey Lasky passed?
Jeffrey Lasky has passed 6 licensing exams: the Series 7, Series 63, Series 24, Series 65, Series 53 and Series 52TO. The earliest, the Series 7, was passed in February 1985. FINRA credited Jeffrey Lasky with the SIE, which began in October 2018.
Where did Jeffrey Lasky work before Latitude Advisors?
Before Latitude Advisors, Jeffrey Lasky was registered through Genworth Financial Advisers Corporation, May 2004 to October 2005; Hochman & Baker Investment Advisory Services, Inc., January 1998 to October 2005.
Where is Jeffrey Lasky based?
Jeffrey Lasky’s registered office is in Northbrook, IL.
Is Jeffrey Lasky registered with FINRA?
Yes. Jeffrey Lasky has a current broker registration, under CRD 1333003.
Source: FINRA BrokerCheck
How can I verify Jeffrey Lasky’s record?
Search CRD 1333003 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Lasky’s full registration record.