# JACOBS ALAN M

JACOBS ALAN M appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (4).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [LIONSHEAD WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/288526) | MEMBER | NEW YORK, NY |
| — | Form ADV | [ESTATE & TRUST ADVISORS, INC.](https://search.stillhousedata.com/firm/123802) | SENIOR VICE PRESIDENT | RIVERWOODS, IL |
| — | Form ADV | [JACOBS & COMPANY](https://search.stillhousedata.com/firm/109133) | SECRETARY | CHARLESTON, WV |
| — | Form ADV | [JACOBS, ALAN, MARTIN](https://search.stillhousedata.com/firm/127761) | PRINCIPAL | WESTLAKE VILLAGE, CA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.