Steven Michael Jacobson

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

• 06/2006 → Present
  Michael Russo Ltd D.B.A. Chicago Investment Advisory Group
  Chicago, IL

Other Businesses

1) A) SELF B) INVESTMENT RELATED C) 19015 S. JODI ROAD, STE. G, MOKENA, IL 60448 D) FIXED INSURANCE E) AGENT F) JUNE 1994 G) 2 HRS/MONTH H) 2 DURING TRADING I) SALES & SERVICE J) OFFICER K) NO CLIENTS INVOLVED L) $10,000/YEAR 2) A) CHICAGO INVESMENT ADVISORY GROUP B) INVESTMENT RELATED C) 19015 S. JODI ROAD, STE. G, MOKENA, IL 60448 D) RIA FIRM E) IAR F) JUNE 2006 G) 160/MONTH H) 160 DURING TRADING I) SERVICES/OPERATIONS J) NOT AN OFFICER K) CLIENTS INVOLVED L $100,000/YEAR

Exams

• S66 Uniform Combined State Law Examination
  2008-08-20
• S63 Uniform Securities Agent State Law Examination
  1996-01-05

Other Names

• Jake Jacobson