Jac Wealth Management Services, LLC

Jac Wealth Management Services, LLC (CRD# 152456) is a financial advisory firm headquartered in , . They manage $24,503,062 in 83 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $295,218
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
The map below shows states where this firm has explicit registration only.

CA, IL

Financial Advisors at Jac Wealth Management Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jac Cerney, financial advisor Evanston IL
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 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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