Jack N Cagigal
Investment adviser representative at Santa Barbara Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$530.2MFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Santa Barbara ManagementMar 2026 to now
- Morgan StanleyJul 2023 to Mar 2026
- The Mather GroupMay 2022 to Aug 2022
- Prizm Financial Advisors Inc.Jun 2021 to Aug 2021
- University of Illinois Urbana-champaignAug 2019 to May 2023
- Metea Valley High SchoolAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Santa Barbara Management
Legal name: Santa Barbara Mgmt, LLC
$530.2MAssets managed
9Clients
15Advisers
1 yearIn 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
- 7751874
- Firm CRD
- 334801