James Jacobson (CRD# 5819962) is an Investment Advisor Representative working at Capital Ideas in Dallas, TX and has over 12 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Ideas | Dallas, TX | Dec 2021 - Current | 2 |
| Strategic Portfolio Managers | Northfield, IL | Aug 2021 - Nov 2023 | 2 |
| Strategic Portfolio Managers | Northfield, IL | Aug 2021 - Nov 2023 | 2 |
| Jp Morgan Securities, LLC | Naperville, IL | Aug 2018 - Aug 2021 | 3 |
| Jp Morgan Chase Bank, N.a. | Naperville, IL | Jun 2018 - Aug 2021 | 3 |
| Not Employed | Chicago, IL | Aug 2017 - Aug 2018 | 1 |
| Unemployed / Sabbatical | Chicago, IL | Aug 2017 - Jun 2018 | < 1 |
| Alps Distributors Inc. | Chicago, IL | Aug 2016 - Jul 2017 | < 1 |
| Rivernorth Capital Management | Chicago, IL | Aug 2016 - Jul 2017 | < 1 |
| Jp Morgan Institutional Investments Inc. | Chicago, IL | Aug 2013 - Aug 2016 | 3 |
| Jpmorgan Investment Management Inc. | Chicago, IL | Aug 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- IL
-
Total Assets Under Management214MILLIONS
-
Total Number of Accounts138ACCOUNTS
-
Average Account Value$1,548,890
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CO, ID, IL, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.