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 21 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 19 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 5 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.