JAC WEALTH MANAGEMENT SERVICES, LLC

JAC WEALTH MANAGEMENT SERVICES, LLC is an SEC-registered investment adviser (CRD 152456). Regulatory assets under management: $26.4M.

Registration

• CRD: 152456
• Type: Registered investment adviser
• Phone: 847-902-3407
• Latest filing: 2026-01-21
• Regulatory AUM: $26.4M
• Discretionary AUM: $26.4M
• Clients: 1
• Accounts: 84

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152456 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search