James JacobucciCRD 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 10 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Advance Capital Services||Lisle, IL||Jan 2011 - Current||6|
|Advance Capital Management||Lisle, IL||Jan 2011 - Current||6|
|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|
Total Assets Under Management1,837MILLIONS
Total Number of Accounts4,214ACCOUNTS
Average Account Value$435,926
- A percentage of assets under your management
- 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
AZ, CA, FL, GA, IL, IN, MI, MO, NC, NE, NJ, NV, OH, SC, TN, TX, WI
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