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Jacob Conger

Zacks Investment Management, Inc.

Chicago, IL

CRD 7463865

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Employer firm

Zacks Investment Management, Inc. CRD 110897

$14.6B regulatory AUM 25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • CREATES AND MANAGES QUANTITATIVE INVESTMENT MODELS THAT ARE LICENSED TO SPONSORS OF UITS AND ETFS

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

Current Employers
Zacks Investment Management, Inc.

101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-06-10
  • IL RA
    APPROVED
    Since 2026-06-10

Branch Locations

101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • 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
One Way Safety La Garange Park IL 06/2017 08/2017
One Way Safety La Grange Park IL 06/2018 08/2018
Miami University Oxford OH 08/2016 06/2020
Mauser Packing Solutions Oak Brook IL 06/2019 08/2019
Watervale Inn Arcadia MI 06/2020 10/2020
M1 Finance Chicago IL 11/2020 11/2022
Lbmz Securities, Inc. Chicago IL 11/2024 Present
Zacks Investment Research, Inc. Chicago IL 01/2023 09/2024
Zacks Investment Management Chicago IL 11/2024 Present
  • 06/2017 → 08/2017
    One Way Safety
    La Garange Park, IL
  • 06/2018 → 08/2018
    One Way Safety
    La Grange Park, IL
  • 08/2016 → 06/2020
    Miami University
    Oxford, OH
  • 06/2019 → 08/2019
    Mauser Packing Solutions
    Oak Brook, IL
  • 06/2020 → 10/2020
    Watervale Inn
    Arcadia, MI
  • 11/2020 → 11/2022
    M1 Finance
    Chicago, IL
  • 11/2024 → Present
    Lbmz Securities, Inc.
    Chicago, IL
  • 01/2023 → 09/2024
    Zacks Investment Research, Inc.
    Chicago, IL
  • 11/2024 → Present
    Zacks Investment Management
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-28
  • S66 Uniform Combined State Law Examination
    2025-01-28

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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