Nathan Jacobs, financial advisor Chicago IL
93 score

Nathan Jacobs

CRD Number: 4468370
Current Firm: Intrinsic Edge Capital Management LLC

Nathan Jacobs (CRD# 4468370) is an Investment Advisor Representative working at Intrinsic Edge Capital Management LLC in Chicago, IL and has over 15 years of experience in the finance industry.

Similar Advisors
Robert Ellis, financial advisor Chicago IL
Robert K. Ellis
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
Similar Advisors
Allen Kutchins, financial advisor Chicago IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Score
106
Similar Advisors
Daniel Lockwood, financial advisor Chicago IL
Daniel A. Lockwood
CRD# 3080178
Waddell & Reed
Score
104
Company Name Location Dates Years
Intrinsic Edge Capital Management Chicago, IL Nov 2016 - Current 1
Coe Capital Management LLC Lincolnshire, IL Sep 2001 - Oct 2016 15
B. Riley & Company, LLC Los Angeles, CA Jul 2010 - Mar 2011 < 1
Ladenburg Thalmann & Company Inc. Lincolnshire, IL Jul 2005 - Jun 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Nathan A. Jacobs
Phone Number: 312-734-1094
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    730
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $104,279,934
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

FL, IL

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.