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.

Family photos

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

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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