Symour
Jacobs

Wealthcare Advisory Partners LLC

CRD#1995504
Investment Advisor
in Downers Grove, IL

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About this Advisor

Symour Jacobs is a certified financial planner operating in Downers Grove, Illinois with a total of 2 years of industry experience. Jacobs is an employee of Wealthcare Advisory Partners LLC. Jacobs has gained experience at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Sy Jacobs CFP® LLC and Wealthcare Advisory Partners LLC. Jacobs has a Series 63 license, which qualifies them as a securities broker, and can advise clients in Illinois. Wealthcare Advisory Partners LLC is a financial advisory company based out of West Chester, PA. The company has offices in 65 locations and a total of 187 people on staff. It handles $4 billion in assets between its 16,562 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 28 charitable organizations. Of its 16,562 accounts, just 12% are associated with high-net-worth clients who have more than $1 million in assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on the type of financial services offered. However, fees billed by Wealthcare Advisory Partners LLC likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Downers Grove, IL

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Wealthcare Advisory Partners LLC Brokerage Details

Total Assets Under Management

$3,907,398,739

IL Average: $15,833,994,310
Total Number of Employees

187

IL Average: 41
Total Number of Accounts

16,562

IL Average: 3,342
Average Account Size

$235,926

IL Average: $4,737,880

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

Symour Jacobs Work History

Symour has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Wealthcare Advisory Partners LLC

2017 - 2021 (4 years)

Sy Jacobs CFP® LLC

2005 - 2017 (12 years)

Cambridge Investment Research Advisors, Inc

2003 - 2017 (14 years)

Cambridge Investment Research, Inc

*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 Symour Jacobs 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 Wealthcare Advisory Partners LLC

James Graves
West Chester, PA
Jasmine Lambert
West Chester, PA
Christopher Underwood
West Chester, PA
Stephen Coffman
Crozet, VA
Anthony Tomash
Cedar Rapids, IA
Christopher Holland
Harleysville, PA
Andrew Meehan
West Chester, PA
Robert Richards
Blue Bell, PA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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