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JACOBS & COMPANY, LLC
JACOBS & COMPANY, LLC
SAN FRANCISCO, California
·
4 registered advisors
·
CRD# 107674
SEC# 801-12012
0
415-777-1617
01
Firm Overview
AUM
$994M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at JACOBS & COMPANY, LLC
4 registered advisors
Adam Phillip Schneiberg
SAN FRANCISCO, California
CRD# 2169983
Matt David Jacobson
SAN FRANCISCO, California
CRD# 4340890
Susan Alice Newmeyer
SAN FRANCISCO, California
CRD# 7333133
Thomas William Newmeyer
SAN FRANCISCO, California
CRD# 2513484
05
Office Locations
SAN FRANCISCO, California
4 advisors
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Data sourced from SEC Form ADV filings. JACOBS & COMPANY, LLC (CRD# 107674) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.