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Pamela Ann Jacobs

Pamela A. Jacobs

MONVIA FINANCIAL L.P.
San Ramon, CA 94583
Some features on this profile are disabled
CRD#: 3064512
Pamela Ann Jacobs

Professional summary

Pamela Ann Jacobs, CFP®, who also goes by Pam Ann Jacobs, Pam Ann Mohtashem, Pamela Ann Mohtashem, Pam Ann Teixeira, Pam Teixeira, Pamela Ann Teixeira, is a registered financial advisor currently at MONVIA FINANCIAL L.P. located in San Ramon, California.

Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Pamela has worked at 7 firms and has passed the Series 66, Series 63, Series 6TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Pam Ann Jacobs | Pam Ann Mohtashem | Pamela Ann Mohtashem | Pam Ann Teixeira | Pam Teixeira | Pamela Ann Teixeira

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.
Ohana Opportunities LLC; Co-owner through holding company Jacobs Financial Advisors Inc. (Consulting and evaluating investment opportunities); 2/2021; investment related; located at 1990 N California Blvd, Suite 830, Walnut Creek, CA 94596; Approx. 1 hours per month, 1 hours per month during trading hours. Licensed Insurance Agent; 08/26/2019 - Present; Appointed at various insurance companies; not investment-related; located at 1990 N California Blvd, Suite 830, Walnut Creek, CA 94596; Approx. 4 hours per month, none of which are during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pamela Ann Jacobs's 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®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

July 18, 2017 - Present

MONVIA FINANCIAL L.P.

Office #1: 2433 Wildhorse Drive, San Ramon, CA 94583
RIA
CRD#: 165932
San Ramon, CA
Past

July 25, 2017 - January 8, 2021

WHITEHALL-PARKER SECURITIES, INC.

BD
CRD#: 10608
SAN RAFAEL, CA
Past

February 27, 2017 - July 11, 2017

INSTITUTE FOR WEALTH ADVISORS, INC.

RIA
CRD#: 149347
Dublin, CA
Past

November 14, 2016 - February 23, 2017

SOWELL MANAGEMENT

RIA
CRD#: 127145
Dublin, CA
Past

July 21, 2016 - June 30, 2017

CONCERT WEALTH MANAGEMENT

RIA
CRD#: 141253
Dublin, CA
Past

July 8, 2013 - July 26, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WALNUT CREEK, CA
Past

July 5, 2013 - July 26, 2016

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
WALNUT CREEK, CA
Past

July 23, 2007 - July 9, 2013

EDWARD JONES

RIA
CRD#: 250
SONOMA, CA
Past

May 30, 2001 - July 9, 2013

EDWARD JONES

BD
CRD#: 250
SONOMA, CA

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
(7/18/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/20/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/1/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/29/2001
General Securities Representative Examination

Current Firm

MF
MONVIA FINANCIAL L.P.
FRONTIER WEALTH STRATEGIES INC. | MONVIA FINANCIAL L.P. | MONVIA FINANCIAL | FRONTIER WEALTH STRATEGIES, INC. | FRONTIER WEALTH STRATEGIES L.P.

CRD#: 165932 / SEC#:

California
Registered Investment Advisory firm - (5/17/2013 Approved)
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Contact information

Main Address
1990 North California Boulevard 8th Floor, Walnut Creek, CA 94596
Mailing Address
Phone number
(925) 255-0004
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts448
AUM (Assets Under Management)$ 81,548,117

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.

Company Information

MONVIA FINANCIAL L.P.

CRD#: 165932San Ramon, CA 94583

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