Jordan M. Jacobs

Senior Vice President

Jordan Jacobs is a leading wealth manager on the North Shore, bringing nearly 20 years of wealth management experience to his position as the firm’s Senior Vice-President and Chief Strategist. He has received many industry awards and recognition, including being featured in Chicago Magazine as a Five Star Wealth Manager and being nominated for Advisor of the Year by Plan Sponsor Magazine. Jordan is a member of the Advisor council and editorial panel for and a former Divisional Speaker for the Association of Financial Educators. Jordan is also the area’s leading expert on IRA tax planning. Jordan Jacobs is a former America’s Tax Solutions’ Wealth Preservation Consultant who specializes in retirement distribution planning, Roth IRA conversions, rollovers for qualified plans, and the emerging arena of Multi-Generational IRAs. Jordan regularly speaks on various market and wealth management topics for companies, retirement plans, unions and other various outlets. Jordan also brings management and leadership experience as he serves/served on a number of local Not-For-Profit Board of Trustees and advisory councils.

Jordan’s approach to wealth management is very comprehensive and sophisticated, ensuring every recommendation considers his clients' complete financial picture and is mindful of their many moving parts. He works closely with his clients to develop a long-term financial plan and strategy that addresses many of the risks they will face, such as inflation, taxation, market risk, interest rate risk and longevity and long-term care needs. Jordan believes in a client relationship that is ALWAYS free from all conflicts of interest and gladly serves as a fiduciary. Jordan is honored and humbled that his practice has been built strictly by way of referral from clients and other trusted advisors.

Jordan resides in the north suburbs with his wife Alison, son Trevor and his two dogs (both rescues), he enjoys travelling, music, wine and spending time with his family.