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CFP
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CFP

Symour Jacobs

Wealthcare Advisory Partners LLC
36 Years of Experience
Downers Grove, IL
Sells Insurance
View SEC Summary
View SEC Summary

Symour Jacobs is a CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Downers Grove, IL, with 36 years of industry experience. Symour operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 10,948 clients with $8.3B in assets under management.

Wealthcare Advisory Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
10,948 clients
Average Client Portfolio
$757K average
Assets Under Management
$8.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.

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

Downers Grove, IL

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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 ActivitiesSells Insurance

Symour is an independent insurance agent for various independent insurance companies.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
October 2021 - Present · 5 yrs
Previous Registrations
Sy Jacobs CFP LLC
January 2018 - November 2021 · 3 yrs 10 mos
Cambridge Investment Research Advisors, INC.
March 2005 - December 2017 · 12 yrs 9 mos
Cambridge Investment Research, INC.Broker
July 2003 - December 2017 · 14 yrs 5 mos
Cambridge Investment Reserarch, INC.
July 2003 - March 2005 · 1 yr 8 mos
Financial Network Investment Corporation
February 1998 - July 2003 · 5 yrs 5 mos
Financial Network Investment CorporationBroker
August 1992 - July 2003 · 10 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
October 1989 - August 1992 · 2 yrs 10 mos
The Lincoln National Life Insurance CompanyBroker
October 1989 - August 1992 · 2 yrs 10 mos
State Registrations1 state
IL
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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