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Managing Member · MWM Group LLC

Jeremy N. Jakobovits

CRD 6781746 · Named on Form ADV at one SEC-registered adviser

At a glance

MWM Group LLC, an SEC-registered wealth manager based in Cedarhurst, NY with $431 million in regulatory assets, lists Jeremy N. Jakobovits on its Form ADV as Managing Member, a control person.

Firms and roles

  • MWM Group LLCManaging MemberWealth manager · Cedarhurst, NY · $431M in regulatory assets

AtlasMembers

Jeremy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeremy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.