# Jac Cerney

> Jac Cerney is a fee-only financial advisor at JAC Wealth Management Services in Evanston, Illinois, who holds the CFP and CFA credentials. JAC Wealth Management Services reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jac-cerney/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** JAC Wealth Management Services
- **Based in:** Evanston, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $26.4M across 84 accounts
- **Credentials:** CFP, CFA
- **CRD:** 4725976 (https://adviserinfo.sec.gov/individual/summary/4725976)
- **SEC registration:** Investment adviser representative in CA, IL
- **Exams passed:** Series 63 (2003), Series 65 (2003)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Jac Cerney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jac holds no broker registration, and JAC Wealth Management Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jac charge for financial advice?

Jac's firm, JAC Wealth Management Services, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jac Cerney based?

Jac Cerney is based in Evanston, Illinois.

### What credentials does Jac Cerney hold?

Jac Cerney holds the CFP and CFA credentials.

### Is Jac Cerney registered with the SEC?

Yes. Jac Cerney is registered as an investment adviser representative in CA and IL (CRD 4725976), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does JAC Wealth Management Services manage?

JAC Wealth Management Services reports $26.4M across 84 accounts in assets under management.

### How do I contact Jac Cerney?

Contact details aren't on file yet. Search for JAC Wealth Management Services.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4725976): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.