Scott Bradley Jacobs
Investment adviser representative at Werba Rubin Papier Wealth Management, LLC
14 yearsExperience
2 statesRegistered in
$1.4BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Werba Rubin Papier Wealth Management, LLCJan 2024 to now
- Ep Wealth AdvisorsDec 2021 to Dec 2023
- Deyoe Wealth Management, Inc.Jul 2018 to Dec 2021
- Benjamin Madison Wealth Advisors, LLCJun 2014 to Jul 2018
- Cetera Advisors LLCJan 2012 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Werba Rubin Papier Wealth Management, LLC
$1.4BAssets managed
677Clients
6Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2538629
- Firm CRD
- 139237