Jordan M Jacobs

Current Employers

Estate & Trust Advisors

2610 Lake Cook Road Suite 190, Riverwoods, IL 60015 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2010-03-18

IL RA
APPROVED

Since 2010-03-18

Branch Locations

2610 Lake Cook Road Suite 190, Riverwoods, IL 60015 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Estate & Trust Advisors	Northfield	IL	03/2010	Present

03/2010 → Present

Estate & Trust Advisors

Northfield, IL

Previous Registrations

2010-03-18 → 2025-12-31

Estate & Trust Advisors

Northbrook, IL
2009-11-30 → 2010-03-23

Msi Financial Services, Inc.

Buffalo Grove, IL

Itasca, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-11-17
S63	Uniform Securities Agent State Law Examination	2004-11-04

S65 Uniform Investment Adviser Law Examination

2009-11-17
S63 Uniform Securities Agent State Law Examination

2004-11-04

Other Names

Jordan Jacobs

View on SEC IAPD

Current Employers

Estate & Trust Advisors

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews