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Jordan M Jacobs

ESTATE & TRUST ADVISORS, INC.·NORTHBROOK, Illinois
Unclaimed Profile
707 SKOKIE BLVD, NORTHBROOK, IL 60062CRD# 4868606Firm CRD# 123802
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ESTATE & TRUST ADVISORS, INC.
ESTATE & TRUST ADVISORS
AUM
$216M
Regulatory assets under management
Employees
5
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4868606
Firm CRD# 123802
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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