James
Jacobson
Capital Ideas
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About this Advisor
James Jacobson is a financial advisor based in Naperville, Illinois, working with Capital Ideas. James has previously held positions at Jp Morgan Institutional Investments Inc, Jpmorgan Investment Management Inc, Alps Distributors Inc, Rivernorth Capital Management, Jp Morgan Securities, LLC, Jp Morgan Chase Bank, N.A, Unemployed / Sabbatical, Strategic Portfolio Managers, and Capital Ideas. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, James is part of Capital Ideas, which operates out of Naperville, Illinois. The firm has 1 office and 5 employees. The firm manages assets totaling $213.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Capital Ideas includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Ideas Brokerage Details
$213,746,847
5
138
$1,548,890
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Jacobson Work History
Capital Ideas
Strategic Portfolio Managers
Strategic Portfolio Managers
Jp Morgan Securities, LLC
Jp Morgan Chase Bank, N.A
Unemployed / Sabbatical
Alps Distributors Inc
Rivernorth Capital Management
Jp Morgan Institutional Investments Inc
Jpmorgan Investment Management Inc
Disclosures
Please visit the SEC profile of James Jacobson 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 Capital Ideas
Dallas, TX
Naperville, IL
Dallas, TX
Pocatello, ID
New York, NY
Dallas, TX
Dallas, TX
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