Jacob Neuman Impellicceiri

Current Employers

Employment History

• 09/2016 → 05/2017
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2016 → 05/2017
  Mcadam, Llc
  Chicago, IL
• 07/2016 → 11/2019
  Lts Chicago
  Chicago, IL
• 06/2017 → 12/2018
  Hd Vest Investment Services
  Frankfort, IL
• 06/2017 → 12/2018
  Hd Vest Advisory Services
  Frankfort, IL
• 06/2017 → 07/2019
  Hd Vest Insurance Agency, Inc
  Irving, TX
• 02/2018 → 02/2023
  Deloitte Consulting Llp
  Chicago, IL
• 12/2020 → 09/2025
  Avantax Investment Services, Inc.
  Orland Park, IL
• 12/2020 → 09/2025
  Avantax Advisory Services
  Orland Park, IL
• 12/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Orland Park, IL
• 12/2020 → 01/2026
  Strategize Wealth Management Group Inc.
  Orland Park, IL
• 01/2023 → 01/2026
  Strategize Tax Llc
  Orland Park, IL
• 09/2025 → 01/2026
  Cetera Wealth Services, Llc
  Orland Park, IL
• 09/2025 → 01/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Grantd Wealth, Inc.
  Denver, CO
• 01/2026 → Present
  A.F. Mcgervey And Company
  Denver, CO

Previous Registrations

• 2026-01-09 → 2026-08-13
  Grantd Wealth, Inc.
  Denver, CO
• 2025-09-05 → 2026-01-06
  Cetera Investment Advisers Llc
  Denver, CO
  Orland Park, IL
• 2020-12-15 → 2025-09-05
  Avantax Advisory Services
  Orland Park, IL
  Orland Park, IL
• 2017-06-08 → 2019-01-02
  Avantax Advisory Services
  Frankfort, IL
• 2016-11-18 → 2017-05-30
  Mcadam Llc
  Chicago, IL
  Radnor, PA

Other Businesses

1) A.F. MCGERVEY AND COMPANY POSITION: Tax Preparer NATURE: The company prepares tax returns for the public and assists them in filing their returns for a fee. INVESTMENT RELATED: No HOURS PER MONTH: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/07/2026 ADDRESS: 5329 BROWNSVILLE ROAD PITTSBURGH, PA 15236, United States DESCRIPTION: I prepare taxes using a PTIN, I facilitate the processing of tax returns for the public, I assist in the collection of payment of tax return fees from the public.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-08

Designations

Other Names

• Jacob Newman Impellicceri
• Jacob Newman Impellicceiri
• Jacob Neuman Impellicceiri
• Jacob Impellicceiri