Mary Beth Jacobson of Milwaukee, WI appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Mary Beth Jacobson appears on 4 filing roles across Form ADV (2), Form 13F (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-19 | Form ADV | UNIPLAN INVESTMENT COUNSEL, INC. | VICE PRESIDENT AND DIRECTOR OF COMPLIANCE AND REPORTING, CHIEF COMPLIANCE OFFICER, SECRETARY | MILWAUKEE, WI |
| 2025-03-28 | Form ADV | UNIPLAN INSTITUTIONAL ADVISORS LLC | VICE PRESIDENT, SECRETARY, DIRECTOR OF COMPLIANCE AND REPORTING, CHIEF COMPLIANCE OFFICER | MILWAUKEE, WI |
| 2026-02-17 | Form 13F | Uniplan Investment Counsel, Inc. | Chief Compliance Officer and Director of Financial Reporting | MILWAUKEE, WI |
| 2018-11-13 | Form 13F | Uniplan Real Estate Advisors, Inc. | Chief Compliance Officer and Vice President | UNION GROVE, WI |