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JC

Jac A. Cerney

JAC WEALTH MANAGEMENT SERVICES
EVANSTON, IL
Some features on this profile are disabled
CRD#: 4725976
JC

Professional summary

Jac Allen Cerney, CFA, CFP® is a registered financial advisor currently at JAC WEALTH MANAGEMENT SERVICES, LLC located in Evanston, Illinois.

Jac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jac has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Jac Allen Cerney's 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®
CFA

Chartered Financial Analyst

CFP®

Certified Financial Planner

Start date: 2006

Experience

Current

January 12, 2010 - Present

JAC WEALTH MANAGEMENT SERVICES, LLC

RIA
CRD#: 152456
EVANSTON, IL
Past

March 1, 2004 - December 21, 2009

ROMANO BROTHERS AND COMPANY

RIA
CRD#: 3215
EVANSTON, IL
Past

November 13, 2003 - December 21, 2009

ROMANO BROTHERS AND COMPANY

BD
CRD#: 3215
EVANSTON, IL

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
California
(2/18/2010)
IAR
Illinois
(1/12/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/18/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/15/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/12/2003
General Securities Representative Examination

Current Firm

JW
JAC WEALTH MANAGEMENT SERVICES, LLC
JAC WEALTH MANAGEMENT SERVICES | JAC WEALTH MANAGEMENT SERVICES, LLC

CRD#: 152456 / SEC#:

California
Registered Investment Advisory firm - (2/18/2010 Approved)
Illinois
Registered Investment Advisory firm - (1/12/2010 Approved)
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Contact information

Main Address
Evanston, IL
Mailing Address
Phone number
(847) 902-3407
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts84
AUM (Assets Under Management)$ 26,366,581

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.

Company Information

JAC WEALTH MANAGEMENT SERVICES, LLC

CRD#: 152456Evanston, IL

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