Jacob
Hamlin
Chicago Capital, LLC
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About this Advisor
Jacob Hamlin is a financial advisor based in Chicago, Illinois, working with Chicago Capital, LLC. Jacob has previously held positions at Goldman Sachs & Co, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Chicago Capital LLC. Jacob has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Jacob is part of Chicago Capital, LLC, which operates out of Chicago, Illinois. The firm has 14 employees and manages assets totaling $3.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Chicago Capital, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Chicago Capital, LLC Brokerage Details
$3,525,460,783
14
1,847
$1,908,750
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jacob Hamlin Work History
Chicago Capital LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Goldman Sachs & Co
Disclosures
Please visit the SEC profile of Jacob Hamlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Chicago Capital, LLC
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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