James David Jacobson
Investment adviser representative at Capital Ideas
7 yearsExperience
1 stateRegistered in
$336.2MFirm assets
20 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
Experience
7 years in the industry.
- Capital IdeasDec 2021 to now
- Strategic Portfolio ManagersAug 2021 to Nov 2023
- JP Morgan Securities, LLCAug 2018 to Aug 2021
- JP Morgan Chase Bank, N.A.Jun 2018 to Aug 2021
- Not EmployedAug 2017 to Aug 2018
- Unemployed / SabbaticalAug 2017 to Jun 2018
- Alps Distributors IncAug 2016 to Jul 2017
- Rivernorth Capital ManagementAug 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
Capital Ideas
Legal name: Capital Ideas, LLC
$336.2MAssets managed
96Clients
4Advisers
20 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
- 5819962
- Firm CRD
- 114352