Jacob Jablonski, financial advisor Chicago IL

Jacob Jablonski

CRD Number: 6757712
Current Firm: Zacks Investment Management, Inc.

Jacob Jablonski (CRD# 6757712) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Zacks Investment Management Chicago, IL Nov 2020 - Current < 1
Unemployed Chicago, IL Sep 2019 - Nov 2020 1
Charles Schwab & Company, Inc. Chicago, IL Feb 2017 - Sep 2019 2
Unemployed N/a, CA Jun 2016 - Jan 2017 < 1
State Street Bank & Trust Co Sacramento, CA May 2014 - Jun 2016 2
University Of Chico St Chico, CA Sep 2013 - Apr 2014 < 1
Center For Economic Development Chico Chico, CA May 2013 - Aug 2013 < 1
University Of Chico St Chico, CA Jun 2009 - Apr 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2017
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Jacob T. Jablonski
Phone Number: 312-265-9266
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    6,216
    MILLIONS
  • Total Number of Accounts
    5,539
    ACCOUNTS
  • Average Account Value
    $1,122,282
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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