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Current Employers
Curi Capital, Llc

One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-10-26
IL RA APPROVED 2017-12-05
  • MN RA
    APPROVED
    Since 2022-10-26
  • IL RA
    APPROVED
    Since 2017-12-05

Branch Locations

One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States

3800 American Blvd. West Suite 780, Bloomington, MN 55431 • 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
Jacobus Wealth Management Milwaukee WI 01/2010 11/2017
Rmb Capital Management Llc Chicago IL 12/2017 Present
  • 01/2010 → 11/2017
    Jacobus Wealth Management
    Milwaukee, WI
  • 12/2017 → Present
    Rmb Capital Management Llc
    Chicago, IL
Previous Registrations
  • 2010-05-06 → 2017-11-30
    Jacobus Wealth Management Inc
    Milwaukee, WI
Other Businesses

MANAGING PARTNER OF RGJ COMPANY, LLP, A FAMILY INVESTMENT PARTNERSHIP, and General Partner for The Jaco Company, LLP, The Jaco II, LLP, and Jaco IV Limited Partnership, all of which are CLIENTs OF JACOBUS WEALTH MANAGEMENT, INC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-05
  • S65 Uniform Investment Adviser Law Examination
    2010-05-05

View on SEC IAPD

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