Jakob
Horwitz
E. A. Horwitz LLC
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About this Advisor
Jakob Horwitz is a financial advisor who works out of Deerfield, Illinois who has 3 years of industry experience. Horwitz is an employee of E. A. Horwitz LLC. Horwitz has gained experience at Peppermill Casino, Sedgebrook Retirement Community, Horwitz & Associates, Student, Western International Securities, Inc and E.A. Horwitz LLC. Horwitz has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois. E. A. Horwitz LLC is a firm operating out of Deerfield, IL. It handles $195 million in assets across its 326 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to 12 charitable organizations. Of its 326 client accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services largely vary depending on which services are provided. Fees billed by E. A. Horwitz LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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E. A. Horwitz LLC Brokerage Details
$195,079,735
15
326
$598,404
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jakob Horwitz Work History
Jakob has been registered as a financial advisor for 3 years.*
Horwitz & Associates
Western International Securities, Inc
E.A. Horwitz LLC
Peppermill Casino
Sedgebrook Retirement Community
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jakob Horwitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at E. A. Horwitz LLC
Deerfield, IL
Deerfield, IL
Deerfield, IL
East Pickerington, OH
Miami, FL
Deerfield, IL
Deerfield, IL
Baton Rouge, LA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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