Jac Wealth Management Services, LLC
Jac Wealth Management Services, LLC (CRD# 152456) is a financial advisory firm headquartered in , . They manage $17,126,000 in 108 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts108ACCOUNTS
Average Account Value$158,574
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jac Cerney (CRD# 4725976) is an Investment Advisor Representative working at Jac Wealth Management Services, LLC in Evanston, IL and has over 14 years of experience in the finance industry. Jac Cerney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.