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Vice President, Director of Reporting and Compliance, Chief Compliance Officer, Secretary · Uniplan Investment Counsel, Inc.

Mary B. Jacobson

CRD 6469259 · Named on Form ADV at one SEC-registered adviser

At a glance

Uniplan Investment Counsel, Inc., an SEC-registered wealth manager based in Milwaukee, WI with $330 million in regulatory assets, lists Mary B. Jacobson on its Form ADV as Vice President, Director of Reporting and Compliance, Chief Compliance Officer, Secretary, a control person.

Firms and roles

  • Uniplan Investment Counsel, Inc.Vice President, Director of Reporting and Compliance, Chief Compliance Officer, SecretaryWealth manager · Milwaukee, WI · $330M in regulatory assets

AtlasMembers

Mary’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
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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

  • Richard P. ImperialeChairman, Secretary-Treasurer, Director, Chief Investment Officer, Uniplan Investment Counsel, Inc.
  • Kris H. JamisonPresident and Chief Executive Officer, Uniplan Investment Counsel, Inc.
  • James T. WernerChief Operating Officer and Vice President, Uniplan Investment Counsel, Inc.

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