# JAC Wealth Management Services, LLC

> JAC Wealth Management Services, LLC is a state-registered investment advisory firm, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 152456
- Filed as: JAC WEALTH MANAGEMENT SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152456
- AdvisorCensus page: https://advisorcensus.com/firm/jac-wealth-management-services-llc-152456

## Quick answers

**How is JAC Wealth Management Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JAC Wealth Management Services, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is JAC Wealth Management Services, LLC registered with the SEC or a state?**
JAC Wealth Management Services, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152456.

**How much does JAC Wealth Management Services, LLC manage?**
JAC Wealth Management Services, LLC reports $26,366,581 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (100% discretionary).

**What types of clients does JAC Wealth Management Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (8); charitable organizations (1).

**Does JAC Wealth Management Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/152456

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $26,366,581
- Discretionary: $26,366,581
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $7,148,512 |
| High net worth individuals | 8 | $15,332,950 |
| Charitable organizations | 1 | $3,885,119 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JAC Wealth Management Services, LLC (CRD 152456): Form ADV filing data as of October 2026.