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Daniel S Jacobs

The Mather Group, LLC

Chicago, IL

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Current Employers
The Mather Group, Llc

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-09-16
  • IL RA
    APPROVED
    Since 2024-09-16

Branch Locations

353 N. Clark Street Suite 2775, Chicago, IL 60654 • 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
Morgan Stanley Deerfield IL 07/2023 05/2024
Ocean Leap Capital San Jose CA 04/2022 08/2022
Cumberland Trust & Investments Co. Nashville TN 06/2021 08/2021
The Patten Group Chattanooga TN 06/2020 08/2020
Auntie Anne's/Jamba Juice Nashville TN 06/2019 08/2019
Gordon Jewish Community Center Nashville TN 06/2018 08/2018
The Temple: Ohabai Shalom Nashville TN 09/2017 04/2018
University Of Michigan Ann Arbor MI 08/2022 06/2023
University Of Michigan Ann Arbor MI 08/2021 06/2022
University Of Michigan Ann Arbor MI 08/2020 06/2021
University Of Michigan Ann Arbor MI 08/2019 06/2020
University School Of Nashville Nashville TN 08/2018 06/2019
University School Of Nashville Nashville TN 08/2017 06/2018
University School Of Nashville Nashville TN 08/2012 08/2017
The Mather Group, Llc Chicago IL 06/2024 Present
  • 07/2023 → 05/2024
    Morgan Stanley
    Deerfield, IL
  • 04/2022 → 08/2022
    Ocean Leap Capital
    San Jose, CA
  • 06/2021 → 08/2021
    Cumberland Trust & Investments Co.
    Nashville, TN
  • 06/2020 → 08/2020
    The Patten Group
    Chattanooga, TN
  • 06/2019 → 08/2019
    Auntie Anne's/Jamba Juice
    Nashville, TN
  • 06/2018 → 08/2018
    Gordon Jewish Community Center
    Nashville, TN
  • 09/2017 → 04/2018
    The Temple: Ohabai Shalom
    Nashville, TN
  • 08/2022 → 06/2023
    University Of Michigan
    Ann Arbor, MI
  • 08/2021 → 06/2022
    University Of Michigan
    Ann Arbor, MI
  • 08/2020 → 06/2021
    University Of Michigan
    Ann Arbor, MI
  • 08/2019 → 06/2020
    University Of Michigan
    Ann Arbor, MI
  • 08/2018 → 06/2019
    University School Of Nashville
    Nashville, TN
  • 08/2017 → 06/2018
    University School Of Nashville
    Nashville, TN
  • 08/2012 → 08/2017
    University School Of Nashville
    Nashville, TN
  • 06/2024 → Present
    The Mather Group, Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-16
  • S65 Uniform Investment Adviser Law Examination
    2024-09-16

View on SEC IAPD

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Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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