An experienced and committed team

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

John Jacobs

Managing Director–Wealth Management

Financial Advisor

Professional Experience

  • UBS Financial Services Inc. - Managing Director - Investments, Private Wealth Advisor
    Chicago, Illinois - January 2005 - Present
  • Oppenheimer & Co. - Senior Vice President
    Chicago, Illinois - November 1984 - January 2005

Education

  • CFP final stage, DePaul University, Chicago, Illinois, 2003 - Present
  • B.S. Finance, Indiana University, Bloomington, 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
  • Insurance:  States of IL, WI, RI, AZ

 Personal & Community

  • Volunteer, the Chicago Children's Museum
  • Hobbies include: Pilot and sport fishing
  • Volunteer Chicago Food Bank
  • ACP - USA Mentor

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

  • Indiana University, Bloomington, Indiana, B.S. Finance

Credentials

  • Portfolio Manager
One North Wacker Drive
Chicago, IL 60606

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Brian Polerecky, CFP, CRPC

Investment Associate

As a CERTIFIED FINANCIAL PLANNER,™ Brian's passion is in helping ultra-high net worth clients with customized wealth management strategies. Having a holistic approach that includes financial planning, retirement planning, liability management, estate planning, asset allocation and insurance analysis enables him to build strong and trusting relationships.

Brian graduated from DePaul University with B.A. in Finance where he was a Dean's List member. He has been in the financial industry for over 16 years of which the last 14 have been with Jacobs Wealth Management Group. Brian joined UBS Financial Services in 2005 and has his Series 7, 31, 66 and CFP® designation.

Brian enjoys spending time with family, boating, exercising, music and anything outdoors. He is a lifelong learner and volunteers his time coaching his daughter's softball team.  He resides in Chicago with his wife Laurie and daughters, Lola and Lexi.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • WA
  • WI

Education

  • DePaul University, B.A. in Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor℠
One North Wacker Drive
Chicago, IL 60606

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Patricia "PACE" Camper Evitts

Senior Client Associate

Patty has been with UBS since 2007 when she joined the Jacobs Wealth Management Group transitioning from her post at Oppenheimer & Co., Inc.. She focuses on servicing clients in all aspects within the investment sphere including banking, lending, and research. She holds both Series 7 and 63 licenses and is an active participant in continuing education programs. Patty excels in having comfortable open dialogue with her team's clients and reinforcing relationships. As an animal lover she has been involved with PETA and pet rescues. A native to Chicago, she lives in Oswego with her husband Joseph and her animals.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • ME
  • MI
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VT
  • WI
One North Wacker Drive
Chicago, IL 60606

Email Me