Unclaimed Profile

Robert Clifford Jackway

VITAL WEALTH MANAGEMENT, LLC·ROSEMONT, Illinois

Series 6, Series 7, Series 24, Series 51, Series 63Clean record24 years registeredVITAL WEALTH MANAGEMENT, LLC

9501 W. DEVON AVE., ROSEMONT, IL 60018CRD# 1754933Firm CRD# 156455

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Clifford Jackway · ROSEMONT, IL

Registration

CRD #1754933 · VITAL WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VITAL WEALTH MANAGEMENT, LLC

CAPITAL ASSET ADVISORY SERVICES, LLC

Sep 2016 – Oct 2017

ROSEMONT, IL

VITAL WEALTH MANAGEMENT, LLC

Jun 2013 – Dec 2024

ROSEMONT, IL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Jun 2013

ROSEMONT, IL

RAYMOND JAMES FINANCIAL SERVICES

Jun 2002 – Jan 2009

ROSEMONT, IL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · June 12, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VITAL WEALTH MANAGEMENT, LLC

CRD 156455 · SEC 801-79119

AUM

$219M

Regulatory assets under management

Employees

787 client accounts

Services offered by VITAL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VITAL WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Clifford Jackway offer?

Robert Clifford Jackway specializes in Financial Planning, Investment Management.

What are Robert Clifford Jackway's credentials?

Robert Clifford Jackway is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Clifford Jackway located?

Robert Clifford Jackway is based in ROSEMONT, Illinois, last registered with VITAL WEALTH MANAGEMENT, LLC.

How does Robert Clifford Jackway charge for services?

Robert Clifford Jackway's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VITAL WEALTH MANAGEMENT, LLC?

VITAL WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $219M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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