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- Custodian
- BMO Harris · Charles Schwab & Company · John Hancock
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-08-2001
- Office Locations
- 1
Office Locations
About Estate & Trust Advisors
Estate & Trust Advisors is a boutique, independent fiduciary RIA with nearly three decades serving families and privately held business owners in Chicago/Northbrook and across the U.S., including specialized support for clients navigating divorce. The close-knit team provides coordinated planning and personalized portfolio management, aligning asset allocation, risk and tax-aware retirement income strategies (RMDs, Roth conversions, inherited IRAs) with estate and trust considerations.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JORDAN M JACOBS
Advisor, SENIOR VICE PRESIDENT
- CRD
- #4868606
- Ownership
- 25% but less than 50%
MARK JEFFREY SCHWARTZ
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4384828
- Ownership
- 25% but less than 50%
Fusion capital
Summit focus
- CRD
- #54058
- Ownership
- 19.3%
Showing 2 of 3 owners & executives
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Yunfan Ye
--
- CRD
- #8149675
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $255,209,450 | $356,936 |
| Non-Discretionary | $1,260,550 | $252,110 |
| Total | $256,470,000 | $356,208 |
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Separately Managed Accounts
Total SMA Asset: $256,470,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $159,246,356 | 10.3% |
| Cash | $664,814,885 | 43.0% |
| Municipal Bonds | $722,019,886 | 46.7% |
| Total | $1,546,081,127 | 100.0% |