Carter Jacobs, LLC Employee Directory

Q: What is Carter Jacobs, LLC known for?

Carter Jacobs, LLC was founded in 2002. Carter Jacobs, LLC operates in the Investment Management industry.

Q: How many employees does Carter Jacobs, LLC have currently?

Carter Jacobs, LLC has approximately 2 employees.

Investment ManagementCalifornia, United States2-10 Employees

We founded Carter Jacobs to fill a hole we saw in the marketplace that was not being met by traditional brokerage firms or the large money-manager we were working for. So in 2002 we took a chance and started to build our business from the ground up. Our vision: deliver sophisticated investment and planning strategies typically available to only the uber wealthy to everyday people in a cost-effective, client-centric manner. To make it clear we were putting client interests ahead of our own, we dropped our sales licenses and became “fee-only” registered investment advisors. Years later our vision continues to be realized as we provide highly personalized, unbiased advice to an ever growing number of families, business owners and 401k plans.

Find Carter Jacobs, LLC employees' phone numbers or email addresses

Carter Jacobs, LLC Global Highlights

North America
4

United States Of America
4

Europe
2

Ukraine
1
United Kingdom Of Great Britain And Northern Ireland
1

Carter Jacobs, LLC's Leadership

N. F.
Partner
Mobile Phone
Email
M. B.
Operations Manager
Mobile Phone
Email
S. T.
Investment Advisor
Mobile Phone
Email
C. C.
Mobile Phone
Email

Contact profiles from Carter Jacobs, LLC

Name

Title

Contact Info

Location

Last Update

N. F.
Partner
Mobile Phone
Email
Oct 16, 2024
M. B.
Operations Manager
Mobile Phone
Email
Oct 21, 2024
S. T.
Investment Advisor
Mobile Phone
Email
Jul 10, 2024
C. C.
Mobile Phone
Email
Oct 10, 2023

Frequently Asked Questions

What is Carter Jacobs, LLC known for?

Carter Jacobs, LLC was founded in 2002 operates in the Investment Management industry. The company's main headquarters is located in 15233 Ventura Boulevard, Suite Ph16; you can contact the main corporate office by phone at

+1-818-728-****

. Explore Carter Jacobs, LLC's company overview page for more information.

What is Carter Jacobs, LLC's most common email format?

Carter Jacobs, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carter Jacobs, LLC email formats with LeadIQ.

How many employees does Carter Jacobs, LLC have currently?

Carter Jacobs, LLC has approximately 2 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Carter Jacobs, LLC's key employees and leadership?

As of December 2025, Carter Jacobs, LLC's key employees include:

Partner: N. F.
Operations Manager: M. B.
Investment Advisor: S. T.
: C. C.

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