Jordan M Jacobs

Employer firm

Estate & Trust Advisors CRD 123802

$256M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

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

Other Names

• Jordan Jacobs