Steven Michael Jacobson
Investment adviser representative at Chicago Investment Advisory Group
20 yearsExperience
2 statesRegistered in
$275.1MFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Chicago Investment Advisory GroupMar 2009 to now
- Michael Russo Ltd D.B.A. Chicago Investment Advisory GroupJun 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Chicago Investment Advisory Group
Legal name: Michael Russo Ltd
$275.1MAssets managed
757Clients
7Advisers
7 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
- 2685123
- Firm CRD
- 142810