Jacob HianikCRD Number: 7490289
Current Firm: Chicago Partners Investment Group LLC
Jacob Hianik (CRD# 7490289) is an Investment Advisor Representative working at Chicago Partners Investment Group LLC in Chicago, IL and has 1 year of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Chicago Partners Wealth Advisors||Chicago, IL||Jun 2021 - Current||< 1|
|Student||Itasca, IL||Jun 2011 - Jun 2021||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management3,727MILLIONS
Total Number of Accounts1,533ACCOUNTS
Average Account Value$2,430,856
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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