Managing Partner specializing in financial & retirement planning, investment management, business succession planning / mergers & acquisitions.
James Jacobson
Managing Partner
Capital Ideas Inc
United States, Illinois, Chicago
About Me
Profile Information
Managing Partner
Capital Ideas Inc
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Chicago
Illinois
United States
Sep 25, 2025
More profiles to browse
KB
Karen Burns
President & CCO
AK
Andrew Kerai
Chairman & Managing Partner
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Joy Bunzel
Client Services
Sierra Investment Management