Unclaimed Profile

Jordan M Jacobs

ESTATE & TRUST ADVISORS, INC.·NORTHBROOK, Illinois

Clean recordESTATE & TRUST ADVISORS, INC.

707 SKOKIE BLVD, NORTHBROOK, IL 60062CRD# 4868606Firm CRD# 123802

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jordan M Jacobs · NORTHBROOK, IL

Registration

CRD #4868606 · ESTATE & TRUST ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jordan M Jacobs is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with ESTATE & TRUST ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ESTATE & TRUST ADVISORS, INC.

ESTATE & TRUST ADVISORS

AUM

$216M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ESTATE & TRUST ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4868606

Firm CRD# 123802

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jordan M Jacobs offer?

Jordan M Jacobs specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORTHBROOK, Illinois for a consultation.

What are Jordan M Jacobs's credentials?

Jordan M Jacobs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jordan M Jacobs located?

Jordan M Jacobs is based in NORTHBROOK, Illinois, working with ESTATE & TRUST ADVISORS, INC.. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.

How does Jordan M Jacobs charge for services?

Jordan M Jacobs's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ESTATE & TRUST ADVISORS, INC.?

ESTATE & TRUST ADVISORS, INC. has approximately 5 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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