Advisor at Latitude Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Latitude Advisors, LLC
Location
Northbrook, IL 60062
Credentials
Series 63, Series 65
Industry experience
< 1 year
Jacob Kerstein is an investment advisor representative at Latitude Advisors, LLC with securities registrations Series 63 and Series 65. He has been in the financial industry since 2025, with prior roles including clerical duties and intentions to transition into investment-related responsibilities. His background includes education at the University of Wisconsin-Madison and earlier teaching experience at various schools. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.
Based on Latitude Advisors, LLC
Based on Latitude Advisors, LLC
Fixed fees up to $10,000 for broad based financial planning services, possibly higher with notification
$0 - $1,000,000: Up to 2.00% $1,000,001 - $5,000,000: Up to 1.50% $5,000,001+: Up to 1.00% $0 - $1,000,000: Up to 1.5% $1,000,001 - $5,000,000: Up to 1.25% $5,000,001+: Up to 1.00%
Certain associated persons earn commissions as registered representatives and insurance agents; commissions are separate from advisory fees
Up to $250/hour for specific financial planning services
Negotiable retainer fees for ongoing financial planning and consulting services
Fee-only: Fixed fees up to $10,000 for broad based financial planning services; hourly fees up to $250/hour for specific services; negotiable retainer fees for ongoing consulting
650 Dundee Road, Ste 375
Northbrook, IL 60062
Illinois
GWN Securities
2025 - Present (1 year)
Jeffrey Lasky Financial Services
2025 - Present (1 year)
Latitude Financial
2025 - Present (1 year)
Hartman Home Team
2025 - 2025 (1 year)
University of Wisconsin-Madison
2021 - 2025 (4 years)
Harriton High School
2017 - 2021 (4 years)
Welsh Valley Middle School
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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