RIA Intel›Advisers›Illinois›JAC WEALTH MANAGEMENT SERVICES, LLC

JAC WEALTH MANAGEMENT SERVICES, LLC

Advisory

IL

Data as of Jan 21, 2026 · Source: SEC Form ADV

Rank in IL

#1,365

of 1,719 advisers by AUM

Average account

$314K

across 84 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients38

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, IL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

38 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

MCK FINANCIAL SERVICES INC

$27M

OAK STREET CAPITAL MANAGEMENT, LLC

$27M

LAUREATE WEALTH MANAGEMENT LLC

$26M

LAKEVIEW INVESTMENT GROUP, LLC

$26M

GEI FINANCIAL SERVICES INC

$26M

CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC

$27M

Get the full picture on JAC WEALTH MANAGEMENT SERVICES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track JAC WEALTH MANAGEMENT SERVICES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans