Eric Robert Jacobsen

Employer firm

Chicago Investment Advisory Group CRD 142810

$275M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 05/2020
  Univ. Of Illinois Urbana-Champaign
  Urbana, IL
• 06/2018 → 08/2018
  White Mountain Golf Park
  Tinley Park, IL
• 06/2019 → 08/2019
  Chicago Investment Advisory Group
  Mokena, IL
• 09/2020 → Present
  Chicago Investment Advisory Group
  Mokena, IL
• 06/2020 → 09/2020
  Chicago Investment Advisory Group
  Mokena, IL

Other Businesses

INSURANCE - INVESTMENT RELATED -19015 S. JODI ROAD, SUITE G, MOKENA, IL - INSURANCE SALES (LIFE AND HEALTH) - AGENT - 06/2019 - 3 HRS/MO, 3 HRS/MO DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-28

Other Names

• Eric Jacobsen