Jacob
Maggy
Arete Wealth Advisors, LLC
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About this Advisor
Jacob Maggy is a financial advisor working in Chicago, Illinois with a total of 2 years of relevant experience. Maggy is on the advisory team at Arete Wealth Advisors, LLC. Their career trajectory has included roles at Enterprise Rent-A-Car Comapny Of Boston, LLC, Federal Cigar, LLC, Buffalo Wild Wings, Green Monster Landscaping, LLC, Kmart, Axa Advisors LLC, University Of New Hampshire, Spaulding High School, Sddco Brokerage Advisors LLC, Masterworks.Io, Arete Wealth Management LLC and Arete Wealth Advisors LLC. Maggy maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Arete Wealth Advisors, LLC is a company that has its headquarters in Chicago, IL. The firm has offices in 26 locations and a total of 151 advisors. It handles $2 billion in total assets among its 5,102 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 5,102 client accounts, 72% are held by high-net-worth individuals who have more than $1 million in investable assets. Arete Wealth Advisors, LLC has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by Arete Wealth Advisors, LLC likely are comprised of some blend of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arete Wealth Advisors, LLC Brokerage Details
$2,116,498,344
151
5,102
$414,837
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
- Publication of periodicals or newsletters
- Other
Jacob Maggy Work History
Jacob has been registered as a financial advisor for 2 years.*
Arete Wealth Management LLC
Arete Wealth Advisors LLC
Masterworks.Io
Sddco Brokerage Advisors LLC
Axa Advisors LLC
Enterprise Rent-A-Car Comapny Of Boston, LLC
Federal Cigar, LLC
Buffalo Wild Wings
Green Monster Landscaping, LLC
University Of New Hampshire
Kmart
Spaulding High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Maggy 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 Arete Wealth Advisors, LLC
Park Ridge, IL
New York, NY
Colleyville, TX
New York, NY
Chicago, IL
New York, NY
Nashville, TN
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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