Unclaimed Profile

Lew Wallace Jacobs

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC·NEWPORT BEACH, California

SIE, Series 7, Series 24, Series 63Clean recordPACIFIC INVESTMENT MANAGEMENT COMPANY LLC

650 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 2348947Firm CRD# 104559

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lew Wallace Jacobs · NEWPORT BEACH, CA

Registration

CRD #2348947 · PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

CRD 104559 · SEC 801-48187

AUM

$2615.9B

Regulatory assets under management

Employees

3,194

2,811 client accounts

Services offered by PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at PACIFIC INVESTMENT MANAGEMENT COMPANY LLC →

Introduction

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Frequently Asked Questions

What services does Lew Wallace Jacobs offer?

Lew Wallace Jacobs specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Lew Wallace Jacobs's credentials?

Lew Wallace Jacobs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lew Wallace Jacobs located?

Lew Wallace Jacobs is based in NEWPORT BEACH, California, working with PACIFIC INVESTMENT MANAGEMENT COMPANY LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Lew Wallace Jacobs charge for services?

Lew Wallace Jacobs's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC INVESTMENT MANAGEMENT COMPANY LLC?

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC has approximately 3194 employees and manages $2615.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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