J
CRD: 152456
JAC Wealth Management Services, LLC
Evanston, IL
8479023407
$26.4M Total AUM
$26.4M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-12-2010
- Office Locations
- 1
Office Locations
-- Evanston IL
About JAC Wealth Management Services, LLC
JAC Wealth Management Services, LLC is a Evanston-based RIA. The firm has been operating for 16 years. Managing $26.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$26.4M AVG AUM / ADVISOR
$693.9K AVG AUM / CLIENT
16.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Signal north
Investment Themes
Quantum alpha
Investment Vehicles
Frontier catalyst
Services
Pathway atlas Vital fusion Wave Vertex Value value Harbor bridge Quantum legacy Fusion signal Meridian
Owner & Executives
J
JAC ALLEN CERNEY
Managing Member
- CRD
- #4725976
- Ownership
- 75% or more
(934) 473-8514
insight.delta@unisoncapital.com
in linkedin.com/in/atlas-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,366,581 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,366,581 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,366,581
Public Funds:
42.0% Cash:
58.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $545,083,955 | 42.0% |
| Cash | $752,734,986 | 58.0% |
| Total | $1,297,818,941 | 100.0% |