James Jacobucci, financial advisor Lisle IL
93 score

James Jacobucci

CRD Number: 5324613
Current Firm: Advance Capital Management Inc.

James Jacobucci (CRD# 5324613) is an Investment Advisor Representative working at Advance Capital Management Inc. in Lisle, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Advance Capital Services Lisle, IL Jan 2011 - Current 5
Advance Capital Management Lisle, IL Jan 2011 - Current 5
Sigma Financial Corporation Lisle, IL Jan 2011 - Jan 2011 < 1
Spc Lisle, IL Jan 2011 - Jan 2011 < 1
Edward Jones St. Louis, MO Apr 2007 - Dec 2010 3
Sound Solutions Windows & Doors, LLC Chicago, IL Jan 2006 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for James M. Jacobucci
Phone Number: 248-350-8543
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,837
    MILLIONS
  • Total Number of Accounts
    4,214
    ACCOUNTS
  • Average Account Value
    $435,926
Compensation Options
  • A percentage of assets under your management
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, FL, GA, IL, IN, MI, MO, NC, NE, NJ, NV, OH, SC, TN, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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