Claim Profile
RJ

Ryan Ingram Jacob

JACOB ASSET MANAGEMENT OF NEW YORK LLC·HERMOSA BEACH, California
Unclaimed Profile
727 2ND STREET, HERMOSA BEACH, CA 90254CRD# 1932588Firm CRD# 112006
01

About

Ryan Ingram Jacob is a registered financial advisor based in HERMOSA BEACH, California, affiliated with JACOB ASSET MANAGEMENT OF NEW YORK LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
JACOB ASSET MANAGEMENT OF NEW YORK LLC
JACOB ASSET MANAGEMENT OF NEW YORK LLC
AUM
$88M
Regulatory assets under management
Employees
5
Total firm employees
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1932588
Firm CRD# 112006
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HERMOSA BEACH?

Browse all registered financial advisors in HERMOSA BEACH, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Ryan Ingram Jacob offer?
Ryan Ingram Jacob specializes in Investment Management, Fee-Only Advisory. Contact their office in HERMOSA BEACH, California for a consultation.
What are Ryan Ingram Jacob's credentials?
Ryan Ingram Jacob is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Ingram Jacob located?
Ryan Ingram Jacob is based in HERMOSA BEACH, California, working with JACOB ASSET MANAGEMENT OF NEW YORK LLC. Their office serves clients in the HERMOSA BEACH metropolitan area and surrounding communities.
How does Ryan Ingram Jacob charge for services?
Ryan Ingram Jacob's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JACOB ASSET MANAGEMENT OF NEW YORK LLC?
JACOB ASSET MANAGEMENT OF NEW YORK LLC has approximately 5 employees and manages $88M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty