JACOBSMA FINANCIAL

JACOBSMA FINANCIAL is an SEC-registered investment adviser (CRD 330264). Regulatory assets under management: $92K.

Registration

• CRD: 330264
• Type: Registered investment adviser
• Phone: (562) 500-2227
• Latest filing: 2026-03-21
• Regulatory AUM: $92K
• Discretionary AUM: $87K
• Non-discretionary AUM: $5K
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330264 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search