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Symour Jacobs

Wealthcare Advisory Partners LLC

Downers Grove, IL

West Chester, PA

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Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-10-15
  • IL RA
    APPROVED
    Since 2021-10-15

Branch Locations

Downers Grove, IL • United States

1065 Andrew Drive, West Chester, PA 19380 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 07/2003 12/2017
Cambridge Investment Research Advisors, Inc. Fairfield IA 03/2005 12/2017
Sy Jacobs Cfp Llc Downers Grove IL 11/2017 11/2021
Wealthcare Advisory Partners Llc West Chester PA 10/2021 Present
Previous Registrations
  • 2018-01-02 → 2021-11-23
    Sy Jacobs Cfp Llc
    Downers Grove, IL
  • 2005-03-28 → 2017-12-31
    Cambridge Investment Research Advisors, Inc.
    Downers Grove, IL
  • 2003-07-01 → 2005-03-28
    Cambridge Investment Research, Inc.
    Downers Grove, IL
  • 1998-02-01 → 2003-07-02
    Cetera Wealth Services, Llc
    Crystal Lake , IL
Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-11-09
  • S63 Uniform Securities Agent State Law Examination
    1991-11-09
Designations
Other Names
  • Sy Jacobs

View on SEC IAPD

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