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David William Jacobs

NAVALIGN, LLC·ENCINO, California
Unclaimed Profile
15910 VENTURA BLVD, ENCINO, CA 91436CRD# 2986626Firm CRD# 119919
01

About

David William Jacobs is a registered financial advisor based in ENCINO, California, affiliated with NAVALIGN, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NAVALIGN, LLC
NAVALIGN, LLC
AUM
$554M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at NAVALIGN, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2986626
Firm CRD# 119919
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David William Jacobs offer?
David William Jacobs specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ENCINO, California for a consultation.
What are David William Jacobs's credentials?
David William Jacobs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David William Jacobs located?
David William Jacobs is based in ENCINO, California, working with NAVALIGN, LLC. Their office serves clients in the ENCINO metropolitan area and surrounding communities.
How does David William Jacobs charge for services?
David William Jacobs's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAVALIGN, LLC?
NAVALIGN, LLC has approximately 9 employees and manages $554M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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