Lasting relationships. For all that matters

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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John Jacobs

Managing Director–Wealth Management

Education

  • CFP final stage, DePaul University, Chicago, Illinois, 2003 - Present
  • B.S. Finance, Indiana University, Indianapolis, Indiana, 1979

Licenses

  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Law
  • Series 65, Investment Advisor Representative
  • State of Illinois, Life, Health, Long-Term Care, Variable Life Insurance and Variable Annuities Licensed

Personal & Community

  • Volunteer, the Chicago Children"s Museum
  • Hobbies include: Pilot and sport fishing
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV

Education

  • B.S. Finance, Indiana University

Credentials

  • Portfolio Manager
One North Wacker Drive
Chicago, IL 60606
  • (312) 525-4101

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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