Jordan M. Jacobs

ESTATE & TRUST ADVISORS

NORTHBROOK, IL 60062

Some features on this profile are disabled

CRD#: 4868606

Professional summary

Jordan M Jacobs, who also goes by Jordan Jacobs, is a registered financial advisor currently at ESTATE & TRUST ADVISORS located in Northbrook, Illinois.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jordan has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Jacobs

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan M Jacobs's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 18, 2010 - Present

ESTATE & TRUST ADVISORS

Office #1: 707 Skokie Blvd Suite 300, Northbrook, IL 60062

RIA

CRD#: 123802

NORTHBROOK, IL

Past

November 30, 2009 - March 23, 2010

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

ITASCA, IL

Past

October 25, 2004 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

ITASCA, IL

Past

October 25, 2004 - March 23, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ITASCA, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ESTATE & TRUST ADVISORS

ESTATE & TRUST ADVISORS | ESTATE & TRUST ADVISORS, INC.

CRD#: 123802 / SEC#: 801-67028

RIA

Registered Investment Advisory firm - (7/21/2006 Approved)

Illinois

Registered Investment Advisory firm - (7/21/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(3/18/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/17/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/4/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/23/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ESTATE & TRUST ADVISORS

ESTATE & TRUST ADVISORS | ESTATE & TRUST ADVISORS, INC.

CRD#: 123802 / SEC#: 801-67028

RIA

Registered Investment Advisory firm - (7/21/2006 Approved)

Illinois

Registered Investment Advisory firm - (7/21/2006 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

707 Skokie Blvd Suite 300, Northbrook, IL 60062

Mailing Address

Phone number

(847) 441-4600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ESTATE AND TRUST ADVISORS ADV PART 2A (3/11/2025)

Regulatory assets under management

Total Number of Accounts	312
AUM (Assets Under Management)	$ 222,110,340

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Michael Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL

Louis Paster

UBS FINANCIAL SERVICES INC.

IAR

Chicago, IL

Jaime Villalobos

WILLIAM BLAIR

IAR

Chicago, IL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jordan M. Jacobs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan M Jacobs's CRS (Customer Relationship Summary).

Certified licenses

Experience

ESTATE & TRUST ADVISORS

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ESTATE & TRUST ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/2009

Series 63

Date: 11/4/2004

Series 6

Date: 10/23/2004

Current Firm

ESTATE & TRUST ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ESTATE & TRUST ADVISORS

TRUST BUT VERIFY

Similar Advisors