Andrew Jacobson

from Steelpeak Wealth, LLC
SEC regulated
Regulated Investment Advisor
Andrew Jacobson is a financial advisor based in California, Woodland Hills, with 26 years of experience. Andrew currently works for Steelpeak Wealth, LLC. Andrew maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Andrew Jacobson works at Steelpeak Wealth, LLC
Steelpeak Wealth, LLC is a financial advisory firm based in Woodland Hills, California. It currently has approximately $1,871,745,378 of assets under management and employs about 37 people. Steelpeak Wealth, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
17 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
21650 Oxnard Street, Suite 2300, Woodland Hills, California, 91367

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