What departments does Carter Jacobs, LLC have?

Carter Jacobs, LLC has employees across 2 departments including Operations, Consultant.

What is the largest department at Carter Jacobs, LLC?

The largest department at Carter Jacobs, LLC is Operations with 1 employees.

Where are Carter Jacobs, LLC employees located globally?

Carter Jacobs, LLC has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

Learn more at LeadIQ.com

Carter Jacobs, LLC Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Carter Jacobs, LLC is a small investment management firm based in Sherman Oaks, California. Founded in 2002, the firm aimed to fill gaps they perceived in traditional brokerages and large money managers by offering advanced investment and planning approaches to everyday clients. To align with that aim, the firm operates as a fee-only registered investment advisor, prioritizing client interests and providing highly personalized, unbiased guidance.

Its client base includes families, business owners, and 401(k) plans, reflecting a broad yet distinct group seeking cost-effective, client-focused support. In the investment management industry, Carter Jacobs positions itself as an independent advisor focused on delivering planning and investment strategies without sales incentives.

Carter Jacobs, LLC Global Highlights

North America
4

United States Of America
4

Europe
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; 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 August 2026. These team members are located across 2 continents, including North AmericaEurope.

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

As of August 2026, Carter Jacobs, LLC's key employees include:

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

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Carter Jacobs, LLC Employee Directory

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

Name search is limited — try advanced search instead