Jacob Kerstein has been an investment adviser representative at Latitude Advisors since September 2025, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
- Latitude Advisors, LLCCurrent– present · 1 yearNorthbrook, IL · Adviser representative · Firm CRD 151001
Investment adviser representative registrations
Jacob Kerstein is registered as an investment adviser representative in Illinois, since September 2025.
- IllinoisSince 3 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 3 January 2026 |
| Series 7TO | General Securities Representative Examination | 26 November 2025 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 August 2025 |
| SIE | Securities Industry Essentials Examination | 26 July 2023 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jacob Brandon Kerstein
- CRD
- 8157798
- Firm
- Latitude Advisors · CRD 151001
- Office
- 650 Dundee Road, Ste 375, Northbrook, IL 60062
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jacob Kerstein work?
Jacob Kerstein is an investment adviser representative registered through Latitude Advisors, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Kerstein a financial advisor?
Yes. Jacob Kerstein has a current investment-adviser registration in Illinois, through Latitude Advisors since September 2025.
How many years of experience does Jacob Kerstein have?
Jacob Kerstein has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Jacob Kerstein passed?
Jacob Kerstein has passed 4 licensing exams: the SIE, Series 65, Series 7TO and Series 63. The earliest, the SIE, was passed in July 2023.
Where is Jacob Kerstein based?
Jacob Kerstein’s registered office is in Northbrook, IL.
Is Jacob Kerstein registered with FINRA?
Yes. Jacob Kerstein has a current broker registration, under CRD 8157798.
Source: FINRA BrokerCheck
How can I verify Jacob Kerstein’s record?
Search CRD 8157798 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jacob Kerstein’s full registration record.