Jacob Ifshin
Investment adviser representative at Impact Investors
11 yearsExperience
2 statesRegistered in
$318.2MFirm assets
6 yearsFirm in business
Are you Jacob Ifshin? Claim your profile
Contact this firm
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
11 years in the industry.
- Impact Investors, Inc.Jul 2026 to now
- Horizons Sustainable Financial ServicesSep 2024 to Jun 2026
- Self-employedMar 2020 to Aug 2024
- Engaged EcologyMar 2017 to Jul 2021
- Everybody GrowsMar 2015 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, NM).
Impact Investors
Legal name: Impact Investors, Inc.
$318.2MAssets managed
240Clients
3Advisers
6 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
- 7989678
- Firm CRD
- 289028