Carter Jacobs, LLC

Carter Jacobs, LLC (CRD# 119919) is a financial advisory firm headquartered in Sherman Oaks, CA. They manage $112,950,000 in 299 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    299
    ACCOUNTS
  • Average Account Value
    $377,759
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, UT

Financial Advisors at Carter Jacobs, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Christopher M. Carter
CRD#: 2634517
15233 Ventura Boulevard, Penthouse 16, Sherman Oaks, CA 91403
96
Wealthminder
score

Christopher Carter (CRD# 2634517) is an Investment Advisor Representative working at Carter Jacobs, LLC in Sherman Oaks, CA and has over 20 years of experience in the finance industry.

2
David W. Jacobs
CRD#: 2986626
15233 Ventura Blvd, Penthouse 16, Sherman Oaks, CA 91403
96
Wealthminder
score

David Jacobs (CRD# 2986626) is an Investment Advisor Representative working at Carter Jacobs, LLC in Sherman Oaks, CA and has over 18 years of experience in the finance industry.

3
Steve Trinh
CRD#: 6089623
15233 Ventura Blvd., Penthouse 16, Sherman Oaks, CA 91403
90
Wealthminder
score

Steve Trinh (CRD# 6089623) is an Investment Advisor Representative working at Carter Jacobs, LLC in Sherman Oaks, CA and has over 4 years of experience in the finance industry.

4
Andrew Gilmour
CRD#: 6090005
15233 Ventura Boulevard, Penthouse 16, Sherman Oaks, CA 91403
87
Wealthminder
score

Andrew Gilmour (CRD# 6090005) is an Investment Advisor Representative working at Carter Jacobs, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.

5
James M. Gilmour
CRD#: 6095608
15233 Ventura Boulevard, Penthouse 16, Sherman Oaks, CA 91403
87
Wealthminder
score

James Gilmour (CRD# 6095608) is an Investment Advisor Representative working at Carter Jacobs, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.

6
Jonathan T. Gilmour
CRD#: 6104035
15233 Ventura Boulevard, Penthouse 16, Sherman Oaks, CA 91403
87
Wealthminder
score

Jonathan Gilmour (CRD# 6104035) is an Investment Advisor Representative working at Carter Jacobs, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.

7
Steven D. Gilmour
CRD#: 6090036
15233 Ventura Boulevard, Penthouse 16, Sherman Oaks, CA 91403
87
Wealthminder
score

Steven Gilmour (CRD# 6090036) is an Investment Advisor Representative working at Carter Jacobs, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.

8
Matthew T. Taylor
CRD#: 5287802
15233 Ventura Boulevard, Penthouse 16, Sherman Oaks, CA 91403
87
Wealthminder
score

Matthew Taylor (CRD# 5287802) is an Investment Advisor Representative working at Carter Jacobs, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.

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