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CFP
JE
CFP

Jack Earley

Cozad Asset Management INC
42 Years of Experience
Champaign, IL
View SEC Summary
View SEC Summary

Jack Earley is a CFP-designated registered investment advisor at Cozad Asset Management INC, based in Champaign, IL, with 42 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,178 clients with $2.6B in assets under management.

Cozad Asset Management INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
2,178 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.70%

Fees are negotiable and generally range from 0% to 1.70% annually, varying with the size, nature, and asset mix of the account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2501 Galen Drive, Champaign, IL, 61821-7005

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jack is the President of Sunset Cliff Incorporated (HOA) since 2021. He dedicates a few hours per week to this non-investment related activity and receives no compensation.

Employment History
Current Registrations
Cozad Asset Management INC
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
M Holdings Securities, INC.Broker
March 2012 - October 2021 · 9 yrs 7 mos
Ameriprise Financial Services, INC.
February 1998 - March 2011 · 13 yrs 1 mo
Ameriprise Financial Services, INC.Broker
June 1983 - March 2011 · 27 yrs 9 mos
Ids Life Insurance CompanyBroker
June 1983 - July 2006 · 23 yrs 1 mo
Ids Financial Services INC.Broker
June 1983 - December 1986 · 3 yrs 6 mos
State Registrations2 states
ILTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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