Symour Jacobs
Investment adviser representative at Wealthcare Advisory Partners LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Wealthcare Advisory Partners LLCOct 2021 to now
- Sy Jacobs Cfp LLCNov 2017 to Nov 2021
- Cambridge Investment Research Advisors, Inc.Mar 2005 to Dec 2017
- Cambridge Investment Research, Inc.Jul 2003 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (IL).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1995504
- Firm CRD
- 171976