Jac Wealth Management Services, LLC

Jac Wealth Management Services, LLC (CRD# 152456) is a financial advisory firm headquartered in , . They manage $19,914,000 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Jac Wealth Management Services, LLC
Showing 1 - 1 of 1 top financial advisors.
Jac A. Cerney
CRD#: 4725976
Evanston, IL

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.