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Jeffrey Adam Jacobs

OCEAN AVENUE CAPITAL ADVISORS, INC.·SANTA MONICA, California
Unclaimed Profile
1299 OCEAN AVE., #333, SANTA MONICA, CA 90401CRD# 5569670Firm CRD# 147637
01

About

Jeffrey Adam Jacobs is a registered financial advisor based in SANTA MONICA, California, affiliated with OCEAN AVENUE CAPITAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
OCEAN AVENUE CAPITAL ADVISORS, INC.
OCEAN AVENUE CAPITAL ADVISORS, INC.
AUM
$111M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at OCEAN AVENUE CAPITAL ADVISORS, INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5569670
Firm CRD# 147637
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Adam Jacobs offer?
Jeffrey Adam Jacobs specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.
What are Jeffrey Adam Jacobs's credentials?
Jeffrey Adam Jacobs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Adam Jacobs located?
Jeffrey Adam Jacobs is based in SANTA MONICA, California, working with OCEAN AVENUE CAPITAL ADVISORS, INC.. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Jeffrey Adam Jacobs charge for services?
Jeffrey Adam Jacobs's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OCEAN AVENUE CAPITAL ADVISORS, INC.?
OCEAN AVENUE CAPITAL ADVISORS, INC. has approximately 2 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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