Eric R. Jacobsen

CHICAGO INVESTMENT ADVISORY GROUP

Mokena, IL 60448

Some features on this profile are disabled

CRD#: 7292888

Professional summary

Eric Robert Jacobsen, who also goes by Eric Jacobsen, is a registered financial advisor currently at CHICAGO INVESTMENT ADVISORY GROUP located in Mokena, Illinois.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Eric has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Jacobsen

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.

INSURANCE - INVESTMENT RELATED -19015 S. JODI ROAD, SUITE G, MOKENA, IL - INSURANCE SALES (LIFE AND HEALTH) - AGENT - 06/2019 - 3 HRS/MO, 3 HRS/MO DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Robert Jacobsen'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

September 4, 2020 - Present

CHICAGO INVESTMENT ADVISORY GROUP

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

RIA

CRD#: 142810

Mokena, IL

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
(9/4/2020)

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 65

Date: 8/28/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 9/10/2019

Securities Industry Essentials 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Robert Meyers

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Frankfort, IL

Matthew Dollinger

EDWARD JONES

IAR

JOLIET, IL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eric R. Jacobsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Robert Jacobsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHICAGO INVESTMENT ADVISORY GROUP

Primary Firm SEC Registration

CHICAGO INVESTMENT ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/28/2020

SIE

Date: 9/10/2019

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

Similar Advisors