Jeffrey Adam Jacobs
Investment adviser representative at Composition Wealth, LLC
26 yearsExperience
1 stateRegistered in
$9.5BFirm assets
14 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- The Jacobs Company, LLCJun 2022 to now
- Composition Wealth, LLCMay 2016 to now
- Ocean Avenue Energy Partners, LLCNov 2013 to Dec 2017
- Ocean Avenue Capital Advisors, Inc.Jul 2008 to Dec 2016
- Goodfriend Jacobs Bleeck & Breslow LLPJul 2000 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Composition Wealth, LLC
$9.5BAssets managed
3,986Clients
79Advisers
14 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
- 5569670
- Firm CRD
- 143483