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Chief Compliance Officer, Chief Operations Officer · Chicago Investment Advisory Group

Steven M. Jacobson

CRD 2685123 · Named on Form ADV at one SEC-registered adviser

At a glance

Chicago Investment Advisory Group, an SEC-registered wealth manager based in Mokena, IL with $275 million in regulatory assets, lists Steven M. Jacobson on its Form ADV as Chief Compliance Officer, Chief Operations Officer.

Firms and roles

AtlasMembers

Steven’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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When each role began
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Each firm’s assets and growth
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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

  • Michael A. RussoPresident and Chief Executive Officer, Chicago Investment Advisory Group

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