Steven Jacobson
Steven Jacobson is a registered investment advisor at Chicago Investment Advisory Group, based in Mokena, IL, with 17 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 713 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable on a per client basis.
Fee Estimator
Location
19015 S. Jodi Rd., Suite G, Mokena, IL, 60448
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an insurance agent selling fixed insurance products since 1994, dedicating minimal time to this activity. He is also an investment advisor representative (IAR) at Chicago Investment Advisory Group since 2006, dedicating full-time hours to services and operations.
Employment History
Current Registrations
Chicago Investment Advisory Group
State Registrations2 states
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.