Stephanie Ann Jacobs
Investment adviser representative at Midland Wealth Management
16 yearsExperience
1 stateRegistered in
$3.2BFirm assets
3 yearsFirm in business
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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
16 years in the industry.
- Midland Wealth ManagementJun 2024 to now
- Midland Wealth Advisors, LLCAug 2018 to now
- BMO Harris BankApr 2010 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Midland Wealth Management
Legal name: Midland Wealth Advisors, LLC
$3.2BAssets managed
138Clients
22Advisers
3 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
- 2458828
- Firm CRD
- 324997