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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jacobs is an investment advisor representative at The Mather Group, LLC. Daniel has been in the industry since 2017 and is registered in Illinois. Daniel has a Series 65 license. Previously, Daniel worked at MORGAN STANLEY, Ocean Leap Capital, Cumberland Trust & Investments Co., The Patten Group, Auntie Anne's/Jamba Juice, Gordon Jewish Community Center, The Temple: Ohabai Shalom, University of Michigan and University School of Nashville.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of total net worth
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IL
09/16/2024 - Present
THE Mather Group, LLC (CHICAGO IL)
Active
Inactive
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