Jeffrey Jacobs (CRD# 5569670) is an Investment Advisor Representative working at Miracle Mile Advisors, LLC in Santa Monica, CA and has over 15 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Jacobs Company, LLC | Santa Monica, CA | Jun 2022 - Current | 1 |
Miracle Mile Advisors, LLC | Los Angeles, CA | May 2016 - Current | 7 |
Goodfriend & Jacobs, Cpa's | Santa Monica, CA | Jul 2000 - Jun 2022 | 21 |
Ocean Avenue Energy Partners, LLC | Santa Monica, CA | Nov 2013 - Dec 2017 | 4 |
Ocean Avenue Capital Advisors, Inc. | Santa Monica, CA | Jul 2008 - Dec 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2008 |
- CA
-
Total Assets Under Management4,896MILLIONS
-
Total Number of Accounts5,533ACCOUNTS
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Average Account Value$884,818
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, HI, IA, IL, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OR, PA, SC, TX, UT, VA, WA
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