JAC Wealth Management Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$22,481,462
Clients
37
Advisors
1
of 1 employees
About
JAC Wealth Management Services, LLC is a fee‑only, solo‑practitioner registered investment adviser that provides written financial planning and ongoing discretionary portfolio management to individuals, pension and profit‑sharing plans, trusts, estates, corporations, and charitable organizations. Services are offered on an all‑inclusive basis and begin with an introductory meeting followed by collection and analysis of clients' personal and financial information to produce a written plan.
The firm relies on fundamental analysis and longer‑term purchase strategies, and typically implements client portfolios using exchange‑traded funds and bank certificates of deposit while tailoring allocations to each client’s objectives, risk tolerance, and liquidity needs. Portfolio management is discretionary, with continuous monitoring by the principal and formal reviews at least annually or upon material changes in a client’s circumstances.
Compared with many small independent advisers, JAC WMS’s brochure discloses that it serves charitable organizations in addition to individual clients, and it is led by a single principal who holds both CFA and CFP credentials with more than 30 years of industry experience managing roughly $26.4 million across about 37 client relationships. The firm recommends Charles Schwab’s institutional custody platform and discloses the attendant research and operational services Schwab provides, which the brochure says may create economic benefits to the adviser in addition to serving client accounts.
Client services
Expertise
Fee options
0.20% annually, billed quarterly in arrears on the value of the account at the end of each quarter, pro-rated for partial quarters, negotiable depending on individual client circumstances.
Account minimum: No minimum stated; firm generally does not require a minimum dollar amount to open and maintain an advisory account but reserves the right to terminate accounts deemed too small to manage effectively. Fee-only: Firm is fee-only; advisory fees are the sole compensation, no commissions or performance fees.
Main office
Evanston IL
Advisors at this office
1
Most active in
California · Illinois
Also doing business as
Jac Wealth Management Services · Jac Wealth Management Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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