Role at Great Lakes Advisors
- Title on Schedule A
- Chief Investment Officer - Disciplined Equity
- Control
- Jon Quigley is a control person of Great Lakes Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Jon Quigley has held the filed role since October 2013.
The firm
Form ADV filed 8 September 2026
Career on record
Jon Quigley has been registered through Great Lakes Advisors since February 2026, and before that through Advanced Investment Partners, LLC and Advanced Investment Partners.
- Great Lakes Advisors, LLCCurrent– present · 1 yearTampa, FL · Adviser representative · Firm CRD 110757
- Advanced Investment Partners, LLC– · 4 yearsSafety Harbor, FL · Adviser representative · Firm CRD 149670
- Advanced Investment Partners– · 4 yearsSafety Harbor, FL · Adviser representative · Firm CRD 106773
- Passed Series 65 · 1995
Registrations and exams
Jon Quigley has a current investment-adviser registration in Florida and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| Florida | Investment adviser representative | Approved | 11 February 2026 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 August 1995 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Jon Edward Quigley
- CRD
- 2653565
- Registration status
- Investment adviser registration
- Office
- 7650 W. Courtney Campbell Cswy, #1175, Tampa, FL 33607
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Jon Quigley work?
Jon Quigley has been Chief Investment Officer - Disciplined Equity of Great Lakes Advisors, LLC since October 2013, and is a control person of the firm.
Is Jon Quigley a financial advisor?
Yes. Jon Quigley has a current investment-adviser registration in Florida, through Great Lakes Advisors since February 2026, as of 17 October 2026.
How many years of experience does Jon Quigley have?
Jon Quigley has worked in the financial industry for 9 years as of 17 October 2026, counted from 20 August 2017, across 3 adviser firms.
What exams has Jon Quigley passed?
Jon Quigley passed the Series 65 in August 1995.
Where did Jon Quigley work before Great Lakes Advisors?
Before Great Lakes Advisors, Jon Quigley was registered through Advanced Investment Partners, LLC, April 2009 to October 2013; Advanced Investment Partners, April 2005 to April 2009.
Where is Jon Quigley based?
Jon Quigley’s registered office is in Tampa, FL.
Leadership at Great Lakes Advisors
- Thomas KileyManager & Chief Executive Officer
- Celeste RawlinsChief Financial Officer
- Elliott SilverChief Compliance Officer
- Paul CarlisleManager
- Margaret CosgroveManager
- Bert GetzManager
- Marla GlabeManager
- Michael KamradtManager
- Suzet McKinneyManager
- Patrick MorrisseyChief Investment Officer - Fixed Income
- Russell NewmanManaging Director - Operations
- Celena SarilloManager
- Ingrid StaffordsManager
- Thomas TurnerChief Investment Strategist
- Thomas ZidarManager Chairman