John Jacobs

JBB FINANCIAL

Ventura, CA

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CRD#: 4970809

Professional summary

John Jacobs is a registered financial advisor currently at JBB FINANCIAL, LLC located in Ventura, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. John has worked at 1 firm .

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.

LICENSED BY STATE OF CALIFORNIA AS C.P.A. PARTNER OF JACOBS & JACOBS, CPA. FIRM IS NOT INVESTMENT RELATED. PROVIDE ACCOUNTING AND TAX SERVICES FULL TIME. STARTED WITH COMPANY NOVEMBER 15, 1970.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John 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®

None

Experience

Current

November 19, 2014 - Present

JBB FINANCIAL, LLC

RIA

CRD#: 135685

Ventura, 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
(11/19/2014)

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

Current Firm

JBB FINANCIAL, LLC

CRD#: 135685 / SEC#:

California

Registered Investment Advisory firm - (7/29/2002 Approved)

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Contact information

Main Address

Ventura, CA

Mailing Address

Phone number

(805) 646-4321

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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