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Steven Michael Jacobson

MICHAEL RUSSO LTD·MOKENA, Illinois
Series 6, Series 7, Series 63, Series 66Clean record17 years registeredMICHAEL RUSSO LTD
19015 S. JODI RD., SUITE G, MOKENA, IL 60448CRD# 2685123Firm CRD# 142810

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Michael Jacobson · MOKENA, IL
Registration
CRD #2685123 · MICHAEL RUSSO LTD · 17 years registered
Brand Profile
Not yet started
01

Career History

CHICAGO INVESTMENT ADVISORY GROUP
Mar 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · March 16, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MICHAEL RUSSO LTD
CRD 142810 · SEC 801-116908
AUM
$213M
Regulatory assets under management
Employees
6
1,568 client accounts
Services offered by MICHAEL RUSSO LTD
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
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Frequently Asked Questions

What services does Steven Michael Jacobson offer?
Steven Michael Jacobson specializes in Investment Management, Fee-Only Advisory. Contact their office in MOKENA, Illinois for a consultation.
What are Steven Michael Jacobson's credentials?
Steven Michael Jacobson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Michael Jacobson located?
Steven Michael Jacobson is based in MOKENA, Illinois, working with MICHAEL RUSSO LTD. Their office serves clients in the MOKENA metropolitan area and surrounding communities.
How does Steven Michael Jacobson charge for services?
Steven Michael Jacobson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MICHAEL RUSSO LTD?
MICHAEL RUSSO LTD has approximately 6 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MICHAEL RUSSO LTD

Michael Anthony Russo
MOKENA, IL

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