Advisor at JAC Wealth Management Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JAC Wealth Management Services, LLC
Location
Evanston, IL
Credentials
CFP®, CFA®, Series 63, Series 65
Industry experience
22 years
Jac Cerney is the principal of JAC Wealth Management Services, LLC, an independent registered investment adviser based in Evanston, IL. He holds CFP® and CFA® designations and has 21 years of industry experience. Cerney has led his firm since 2009, providing financial planning and portfolio management services. JAC Wealth Management Services, LLC offers fee-only financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses fundamental analysis and longer-term purchase strategies, typically employing exchange-traded funds and bank certificates of deposit, with portfolio allocations tailored to clients’ objectives, risk tolerance, and liquidity needs.
Based on JAC Wealth Management Services, LLC
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.
Evanston, IL
California · Illinois
JAC Wealth Management Services, LLC
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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