Eric Robert Jacobsen
Investment adviser representative at Chicago Investment Advisory Group
10 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
10 years in the industry.
- Chicago Investment Advisory GroupJun 2020 to now
- Chicago Investment Advisory GroupJun 2019 to Aug 2019
- White Mountain Golf ParkJun 2018 to Aug 2018
- Univ. of Illinois Urbana-champaignAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7292888
- Firm CRD
- 142810