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Alyssa Rae Jacobson

STEVENS WEALTH MANAGEMENT LLC·DEERFIELD, Illinois
Clean recordSTEVENS WEALTH MANAGEMENT LLC
500 LAKE COOK ROAD, DEERFIELD, IL 60015CRD# 6128183Firm CRD# 123043

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alyssa Rae Jacobson · DEERFIELD, IL
Registration
CRD #6128183 · STEVENS WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alyssa Rae Jacobson is a registered financial advisor based in DEERFIELD, Illinois, affiliated with STEVENS WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STEVENS WEALTH MANAGEMENT LLC
STEVENS WEALTH MANAGEMENT LLC
AUM
$287M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at STEVENS WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6128183
Firm CRD# 123043
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alyssa Rae Jacobson offer?
Alyssa Rae Jacobson specializes in Financial Planning, Investment Management. Contact their office in DEERFIELD, Illinois for a consultation.
What are Alyssa Rae Jacobson's credentials?
Alyssa Rae Jacobson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alyssa Rae Jacobson located?
Alyssa Rae Jacobson is based in DEERFIELD, Illinois, working with STEVENS WEALTH MANAGEMENT LLC. Their office serves clients in the DEERFIELD metropolitan area and surrounding communities.
How does Alyssa Rae Jacobson charge for services?
Alyssa Rae Jacobson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEVENS WEALTH MANAGEMENT LLC?
STEVENS WEALTH MANAGEMENT LLC has approximately 7 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STEVENS WEALTH MANAGEMENT LLC

Sara A Connelly
DEERFIELD, IL
Susan Virginia Stevens
DEERFIELD, IL

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Research
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