Eric M. Jacobsohn

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CRD#: 4570866

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eric Michael Jacobsohn, who also goes by Eric Michael Jacobsohn, Eric Jacobsohn, was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 2002. Eric had worked at 4 firms and has passed the Series 66, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Eric Michael Jacobsohn | Eric Jacobsohn

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.

Blog Corner

CRS (Client Relationship Summary)

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

NASHVILLE, TN

Past

October 15, 2002 - June 28, 2006

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

NASHVILLE, TN

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".

MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.

CRD#: 319065 / SEC#: 801-123569

RIA

Registered Investment Advisory firm - (3/29/2022 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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: 11/7/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 87

Date: 9/14/2004

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 10/14/2002

General Securities Representative Examination

Current Firm

MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.

CRD#: 319065 / SEC#: 801-123569

RIA

Registered Investment Advisory firm - (3/29/2022 Approved)

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Contact information

Main Address

353 N. Clark Street, Chicago, IL 60654

Mailing Address

Phone number

(312) 595-6000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. BROCHURE (6/11/2025)

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.

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Eric M. Jacobsohn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

WILLIAM BLAIR

WILLIAM BLAIR

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/7/2002

Series 87

Date: 9/14/2004

Series 7

Date: 10/14/2002

Current Firm

MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

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