Jakob
Horwitz

E. A. Horwitz LLC

CRD#6671671
Investment Advisor
in Deerfield, IL

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About this Advisor

Jakob Horwitz is a financial advisor based in Deerfield, Illinois, working with E. A. Horwitz LLC. Jakob has previously held positions at Peppermill Casino, Sedgebrook Retirement Community, Horwitz & Associates, Student, Western International Securities, Inc, E.A. Horwitz LLC, and Lasalle St. Securities, LLC. Jakob has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Jakob is part of E. A. Horwitz LLC, which operates out of Deerfield, Illinois. The firm has 13 employees and manages assets totaling $208.1 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at E. A. Horwitz LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1650 Lake Cook Rd. Suite 190
Deerfield, IL 60015

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E. A. Horwitz LLC Brokerage Details

Total Assets Under Management

$208,061,003

IL Average: $6,674,516,078
Total Number of Employees

13

IL Average: 44
Total Number of Accounts

404

IL Average: 2,564
Average Account Size

$515,002

IL Average: $2,603,165

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

2023 - Present (1 year)

Lasalle St. Securities, LLC

2020 - Present (4 years)

Horwitz & Associates

2020 - Present (4 years)

E.A. Horwitz LLC

2020 - 2023 (3 years)

Western International Securities, Inc

2018 - 2020 (2 years)

Peppermill Casino

2014 - 2016 (2 years)

Sedgebrook Retirement Community

2002 - 2020 (18 years)

Student

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

Gerald Horwitz
Weston, FL
Joan Zimniewicz
Deerfield, IL
Pei Liu
Deerfield, IL
Ashley Armenta
Deerfield, IL
Robert Youman
Deerfield, IL
Patrick Brobeck
East Pickerington, OH
Lesley Winston
Miami, FL
Jakob Horwitz
Deerfield, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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