Susan Jakoblich has been an investment adviser representative at Lasalle Investment Advisors since March 2024, and is not listed among the firm’s executive officers or direct owners.
Lasalle Investment Advisors, Inc. is a Pewaukee, WI firm with $134M under management, 233 clients and 5 advisers in one office, as of its March 2026 filing.
- – present · 2 yearsPewaukee, WI · Adviser representative · Firm CRD 109303
Investment adviser representative registrations
Susan Jakoblich is registered as an investment adviser representative in Wisconsin, since March 2024.
- WisconsinSince 11 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 March 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7780283
- Firm
- Lasalle Investment Advisors · CRD 109303
- Office
- 1133 QUAIL COURT SUITE 100, Pewaukee, WI 53072
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Susan Jakoblich work?
Susan Jakoblich is an investment adviser representative registered through Lasalle Investment Advisors, Inc. since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Susan Jakoblich a financial advisor?
Yes. Susan Jakoblich has a current investment-adviser registration in Wisconsin, through Lasalle Investment Advisors since March 2024.
How many years of experience does Susan Jakoblich have?
Susan Jakoblich has 2 years in the financial industry, since March 2024, across 1 adviser firm.
What exams has Susan Jakoblich passed?
Susan Jakoblich passed the Series 65 in March 2024.
Where is Susan Jakoblich based?
Susan Jakoblich’s registered office is in Pewaukee, WI.
Is Susan Jakoblich registered with FINRA?
No. Susan Jakoblich has no current broker registration.
How can I verify Susan Jakoblich’s record?
Search CRD 7780283 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Susan Jakoblich’s full registration record.