Unclaimed Profile

Jeffrey Adam Jacobs

OCEAN AVENUE CAPITAL ADVISORS, INC.·SANTA MONICA, California

Series 3, Series 65Clean record17 years registeredOCEAN AVENUE CAPITAL ADVISORS, INC.

1299 OCEAN AVE., #333, SANTA MONICA, CA 90401CRD# 5569670Firm CRD# 147637

Profile Verification

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

Identity

Jeffrey Adam Jacobs · SANTA MONICA, CA

Registration

CRD #5569670 · OCEAN AVENUE CAPITAL ADVISORS, INC. · 17 years registered

Brand Profile

Not yet started

Career History

COMPOSITION WEALTH, LLC

Jul 2016 – present

OCEAN AVENUE CAPITAL ADVISORS, INC.

Jul 2009 – Dec 2016

SANTA MONICA, CA

OCEAN AVENUE CAPITAL ADVISORS, INC.

Oct 2008 – May 2009

SANTA MONICA, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · October 31, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OCEAN AVENUE CAPITAL ADVISORS, INC.

CRD 147637 · SEC 801-78080

AUM

$111M

Regulatory assets under management

Employees

138 client accounts

Services offered by OCEAN AVENUE CAPITAL ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at OCEAN AVENUE CAPITAL ADVISORS, INC. →

Introduction

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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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