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JACOBS & COMPANY, LLC

SAN FRANCISCO, CA · CRD 107674 · IAPD ↗ · 415-777-1617

$1.16BRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
January 2026 — JACOBS & COMPANY, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2025 — JACOBS & COMPANY, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2025 — JACOBS & COMPANY, LLC crossed $1B in regulatory AUM ($994.0M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
March 2024 — JACOBS & COMPANY, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.