Steven Jacobson, financial advisor Mokena IL

Steven Jacobson

CRD Number: 2685123
Current Firm: Chicago Investment Advisory Group

Steven Jacobson (CRD# 2685123) is an Investment Advisor Representative working at Chicago Investment Advisory Group in Mokena, IL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Michael Russo Ltd D.b.a. Chicago Investment Advisory Group Chicago, IL Jun 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1996
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Steven M. Jacobson
Phone Number: 708-478-7190
Firm Website: http://www.ciag.us
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    168
    MILLIONS
  • Total Number of Accounts
    1,357
    ACCOUNTS
  • Average Account Value
    $124,078
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, FL, IL, IN, SC, TN, TX, WI

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