James David Jacobson

Current Employers

Employment History

• 08/2016 → 07/2017
  Alps Distributors Inc
  Chicago, IL
• 08/2016 → 07/2017
  Rivernorth Capital Management
  Chicago, IL
• 08/2018 → 08/2021
  Jp Morgan Securities, Llc
  Naperville, IL
• 06/2018 → 08/2021
  Jp Morgan Chase Bank, N.A.
  Naperville, IL
• 08/2017 → 06/2018
  Unemployed / Sabbatical
  Chicago, IL
• 08/2017 → 08/2018
  Not Employed
  Chicago, IL
• 08/2021 → 11/2023
  Strategic Portfolio Managers
  Northfield, IL
• 08/2021 → 11/2023
  Strategic Portfolio Managers
  Northfield, IL
• 12/2021 → Present
  Capital Ideas
  Dallas, TX

Previous Registrations

• 2021-08-27 → 2023-12-31
  Strategic Portfolio Managers
  Northfield, IL
• 2018-07-11 → 2021-08-06
  J.P. Morgan Securities Llc
  Warrenville, IL
  Naperville, IL
  Naperville, IL
• 2012-08-20 → 2013-08-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: MOLLY'S CUPCAKES NAPERVILLE POSITION: SPOUSE OF OWNER/OPERATOR START DATE: 12/6/2018 ADDRESS: 30 Naperville, IL DETAILS: FRANCHISED BAKERY SERVING CUPCAKES, BAKED GOODS, SOFT DRINKS, COFFEE. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): N/A HOURS DURING TRADING: 0 ACTIVITY TYPE: 2: NAME OF ENTITY: Alpha Capital Partners INVESTMENT RELATED: No POSITION: Partner START DATE: 05/2022 ADDRESS: 2400 Rio Grande Ci, Naperville, IL 60565 DETAILS: Business consulting, financial projections not related to investments or personal financial planning INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 5-10 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2018-07-03
• S63 Uniform Securities Agent State Law Examination
  2011-09-16

Other Names

• James Jacobson
• James David Jacobson
• James D Jacobson