Jesse Segreto has been Chief of Bmo Family Office since September 2025, is a control person of the firm and directly owns under 5% of it.
Bmo Family Office, LLC is a Chicago, IL firm with $9.99B under management, 73 clients and 75 advisers across 7 offices, as of its January 2026 filing.
Jesse Segreto’s longest registration was 16 years at Bmo Family Office, LLC (2009–2025).
- Seton Smoke Captal Management– · 2 yearsGreenbrae, CA · Adviser representative · Firm CRD 105531
- UBS Financial Services Inc.– · 6 yearsSanta Barbara, CA · Adviser representative · Firm CRD 8174
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 10 December 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 September 1998 |
| Series 7 | General Securities Representative Examination | 13 July 1998 |
- Name
- National Commodity Futures Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jesse Joseph Segreto
- CRD
- 2914092
- Firm
- Bmo Family Office · CRD 110264
- Role
- Chief
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Jesse Segreto work?
Jesse Segreto has been Chief of Bmo Family Office, LLC since September 2025, and is a control person of the firm.
Does Jesse Segreto have a current investment-adviser registration?
Jesse Segreto has no current investment-adviser or broker registration.
What exams has Jesse Segreto passed?
Jesse Segreto has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 3. The earliest, the Series 7, was passed in July 1998.
Where was Jesse Segreto previously registered as an investment adviser?
Jesse Segreto has past investment-adviser registrations through Bmo Family Office, LLC, October 2009 to December 2025; Seton Smoke Captal Management, December 2006 to December 2008; UBS Financial Services Inc., September 1999 to August 2006, across 3 firms.
Is Jesse Segreto registered with FINRA?
No. Jesse Segreto has no current broker registration.
How can I verify Jesse Segreto’s record?
Search CRD 2914092 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jesse Segreto’s full registration record.