Peter Lanam Jacobs
Professional Summary
Peter Lanam Jacobs was a registered financial advisor. Peter was a previously registered financial professional and started their career in finance 1982 - 2013. Peter had worked at 3 firms and has passed the Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
BMO ASSET MANAGEMENT CORP. | HARRIS INVESTMENT MANAGEMENT INC | DELTA ASSET MANAGEMENT, A DIVISION OF BMO ASSET MANAGEMENT CORP. | CEDAR STREET ADVISORS | BMO GLOBAL ASSET MANAGEMENT U.S. | BMO GLOBAL ASSET MANAGEMENT | BMO ASSET MANAGEMENT U.S.
Contact Information
Main Address
320 S. Canal Street 12th Floor, Chicago, IL 60606Phone Number
(312) 461-4002# of Employees
5SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
21AUM (Assets Under Management)
$6,176,443,433Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
BMO ASSET MANAGEMENT CORP. | HARRIS INVESTMENT MANAGEMENT INC | DELTA ASSET MANAGEMENT, A DIVISION OF BMO ASSET MANAGEMENT CORP. | CEDAR STREET ADVISORS | BMO GLOBAL ASSET MANAGEMENT U.S. | BMO GLOBAL ASSET MANAGEMENT | BMO ASSET MANAGEMENT U.S.
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1982About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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