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Jernigan, Robert Mark (Northbrook)


Jernigan, Robert Mark is a mid-sized advisory firm based in Northbrook. It manages $75.61 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Illinois and New Mexico.

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Jernigan, Robert Mark provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jernigan, Robert Mark: assets under management

The assets under management (AUM) of Jernigan, Robert Mark is $75.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $75.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.81 million each.
Jernigan, Robert Mark has custody of $75.61 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jernigan, Robert Mark for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Northbrook

The principal office where Jernigan, Robert Mark performs its advisory services is located at 1033 Skokie Boulevard, Northbrook, IL 60062 4130, which is also the mailing address of the firm. An additional office of the firm is in Santa Fe, NM. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-272-1207 or by fax 847-513-6247. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.cimarrongrp.com.


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