Scott B. Jacobs

WERBA RUBIN PAPIER WEALTH MANAGEMENT

San Jose, CA 95112

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CRD#: 2538629

Professional summary

Scott Bradley Jacobs is a registered financial advisor currently at WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC located in San Jose, California.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Scott has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Bradley Jacobs's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 9, 2024 - Present

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Office #1: 1732 North 1st Street Suite 220, San Jose, CA 95112

RIA

CRD#: 139237

San Jose, CA

Past

January 14, 2022 - February 29, 2024

EP WEALTH ADVISORS

RIA

CRD#: 111147

BERKELEY, CA

Past

July 5, 2018 - December 22, 2021

MINDFUL MONEY

RIA

CRD#: 170130

Berkeley, CA

Past

February 5, 2018 - June 30, 2018

BENJAMIN MADISON WEALTH ADVISORS, LLC

RIA

CRD#: 151964

SAN FRANCISCO, CA

Past

August 26, 2014 - December 31, 2017

BENJAMIN MADISON WEALTH ADVISORS, LLC

RIA

CRD#: 151964

SAN FRANCISCO, CA

Past

February 28, 2012 - July 2, 2018

CETERA ADVISORS LLC

RIA

CRD#: 10299

SAN FRANCISCO, CA

Past

February 28, 2012 - July 2, 2018

CETERA ADVISORS LLC

CRD#: 10299

SAN FRANCISCO, CA

Past

January 19, 2010 - February 28, 2012

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA

CRD#: 108728

RENTON, WA

Past

January 19, 2010 - February 28, 2012

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

SAN FRANCISCO, CA

Past

January 12, 2010 - December 31, 2013

BENJAMIN MADISON WEALTH ADVISORS, LLC

RIA

CRD#: 151964

SAN FRANCISCO, CA

Past

May 20, 2009 - September 3, 2009

DOW ROCKWELL LLC

RIA

CRD#: 133307

GREENBRAE, CA

Past

March 17, 2009 - April 1, 2009

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

GREENBRAE, CA

Past

March 16, 2009 - September 18, 2009

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

GREENBRAE, CA

Past

June 6, 2003 - October 15, 2008

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

SAN FRANCISCO, CA

Past

June 6, 2003 - October 15, 2008

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

March 9, 2001 - June 6, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

SAN FRANCISCO, CA

Past

March 6, 2001 - June 6, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

April 12, 1995 - March 13, 2001

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

WERBA & DAVIS ADVISORY SERVICES, LLC | WERBA RUBIN WEALTH MANAGEMENT, LLC | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | WERBA ADVISORY SERVICES, LLC | WERBA ADVISORY SERVICES, INC.

CRD#: 139237 / SEC#: 801-66794

RIA

Registered Investment Advisory firm - (6/2/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/9/2024)

IAR

Texas
(2/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/23/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/27/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/10/1995

General Securities Representative Examination

Current Firm

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

WERBA & DAVIS ADVISORY SERVICES, LLC | WERBA RUBIN WEALTH MANAGEMENT, LLC | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | WERBA ADVISORY SERVICES, LLC | WERBA ADVISORY SERVICES, INC.

CRD#: 139237 / SEC#: 801-66794

RIA

Registered Investment Advisory firm - (6/2/2006 Approved)

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Contact information

Main Address

1732 North 1st Street Suite 220, San Jose, CA 95112

Mailing Address

Phone number

(408) 217-2000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-03-27 WERBA RUBIN PAPIER WEALTH MANAGEMENT ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,939
AUM (Assets Under Management)	$ 1,129,509,616

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Scott B. Jacobs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Bradley Jacobs's CRS (Customer Relationship Summary).

Certified licenses

Experience

EP WEALTH ADVISORS

MINDFUL MONEY

BENJAMIN MADISON WEALTH ADVISORS, LLC

BENJAMIN MADISON WEALTH ADVISORS, LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

BENJAMIN MADISON WEALTH ADVISORS, LLC

DOW ROCKWELL LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/23/1999

Series 63

Date: 3/27/1995

SIE

Date: 7/2/2018

Series 7

Date: 3/10/1995

Current Firm

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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