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David William Jacobs

NAVALIGN, LLC·ENCINO, California
Series 7, Series 63, Series 66Clean record24 years registeredNAVALIGN, LLC
15910 VENTURA BLVD, ENCINO, CA 91436CRD# 2986626Firm CRD# 119919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David William Jacobs · ENCINO, CA
Registration
CRD #2986626 · NAVALIGN, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

NAVALIGN, LLC
Jan 2018 – present
CARTER JACOBS, LLC
Jun 2002 – Dec 2017
SHERMAN OAKS, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Registration record
First registered · June 5, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NAVALIGN, LLC
CRD 119919 · SEC 801-66206
AUM
$554M
Regulatory assets under management
Employees
9
1,685 client accounts
Services offered by NAVALIGN, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NAVALIGN, LLC →
Introduction

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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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Other Advisors at NAVALIGN, LLC

Christopher Matthew Carter
ENCINO, CA
Stephen Edward Rischall
ENCINO, CA
CFP

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