Steven M. Jacobson

CHICAGO INVESTMENT ADVISORY GROUP

Mokena, IL 60448

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CRD#: 2685123

Professional summary

Steven Michael Jacobson, who also goes by Jake Jacobson, is a registered financial advisor currently at CHICAGO INVESTMENT ADVISORY GROUP located in Mokena, Illinois.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Steven has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Jacobson

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.

1) A) SELF B) INVESTMENT RELATED C) 19015 S. JODI ROAD, STE. G, MOKENA, IL 60448 D) FIXED INSURANCE E) AGENT F) JUNE 1994 G) 2 HRS/MONTH H) 2 DURING TRADING I) SALES & SERVICE J) OFFICER K) NO CLIENTS INVOLVED L) $10,000/YEAR 2) A) CHICAGO INVESMENT ADVISORY GROUP B) INVESTMENT RELATED C) 19015 S. JODI ROAD, STE. G, MOKENA, IL 60448 D) RIA FIRM E) IAR F) JUNE 2006 G) 160/MONTH H) 160 DURING TRADING I) SERVICES/OPERATIONS J) NOT AN OFFICER K) CLIENTS INVOLVED L $100,000/YEAR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Michael Jacobson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 16, 2009 - Present

CHICAGO INVESTMENT ADVISORY GROUP

Office #1: 19015 S. Jodi Rd., Suite G, Mokena, IL 60448

RIA

CRD#: 142810

Mokena, IL

Past

August 31, 2007 - July 8, 2013

J.W. COLE FINANCIAL, INC.

CRD#: 124583

MOKENA, IL

Past

January 4, 2005 - September 4, 2007

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

CHICAGO, IL

Past

January 30, 2004 - December 31, 2004

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

October 1, 2002 - December 31, 2003

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

January 11, 1996 - October 1, 2002

AMERICAN GENERAL EQUITY SERVICES CORPORATION

CRD#: 5435

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHICAGO INVESTMENT ADVISORY GROUP

CHICAGO INVESTMENT ADVISORY GROUP | MICHAEL RUSSO LTD

CRD#: 142810 / SEC#: 801-116908

RIA

Registered Investment Advisory firm - (7/5/2019 Approved)

Illinois

Registered Investment Advisory firm - (7/11/2019 Terminated)

Indiana

Registered Investment Advisory firm - (7/22/2019 Terminated)

Texas

Registered Investment Advisory firm - (7/11/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(3/16/2009)

IAR

Texas
(12/13/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/20/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/5/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/24/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/29/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CHICAGO INVESTMENT ADVISORY GROUP

CHICAGO INVESTMENT ADVISORY GROUP | MICHAEL RUSSO LTD

CRD#: 142810 / SEC#: 801-116908

RIA

Registered Investment Advisory firm - (7/5/2019 Approved)

Illinois

Registered Investment Advisory firm - (7/11/2019 Terminated)

Indiana

Registered Investment Advisory firm - (7/22/2019 Terminated)

Texas

Registered Investment Advisory firm - (7/11/2019 Terminated)

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Contact information

Main Address

19015 S. Jodi Rd., Suite G, Mokena, IL 60448

Mailing Address

Phone number

(708) 478-7190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,760
AUM (Assets Under Management)	$ 248,759,752

Red Flags

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Steven M. Jacobson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Michael Jacobson's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.W. COLE FINANCIAL, INC.

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL EQUITY SERVICES CORPORATION

Primary Firm SEC Registration

CHICAGO INVESTMENT ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 8/20/2008

Series 63

Date: 1/5/1996

Series 7

Date: 11/24/1999

Series 6

Date: 12/29/1995

Current Firm

CHICAGO INVESTMENT ADVISORY GROUP

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHICAGO INVESTMENT ADVISORY GROUP

TRUST BUT VERIFY

Contact information

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