Jacob Samuel Kester
Investment adviser representative at Cruden Bay Investment Management, LLC
13 yearsExperience
1 stateRegistered in
$663.1MFirm assets
10 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.
- Portfolio management
Experience
13 years in the industry.
- Cruden Bay Investment Management, LLCJul 2021 to now
- One Wealth PartnersAug 2019 to Jul 2021
- Cornerstone AdvisorsAug 2017 to Aug 2019
- Full Time StudentAug 2013 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cruden Bay Investment Management, LLC
$663.1MAssets managed
151Clients
4Advisers
10 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
- 6690932
- Firm CRD
- 284787