Jeffrey A. Jacobs

COMPOSITION WEALTH

SANTA MONICA, CA 90401

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CRD#: 5569670

Professional summary

Jeffrey Adam Jacobs, who also goes by Jeffery Adam Jacobs, Jeffery Jacobs, is a registered financial advisor currently at COMPOSITION WEALTH, LLC located in Santa Monica, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeffrey has worked at 2 firms and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffery Adam Jacobs | Jeffery Jacobs

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.

NAME OF FIRM: THE JACOBS COMPANY LLC INVESTMENT RELATED: NO. ADDRESS: 1299 OCEAN AVENUE, #333, SANTA MONICA, CA 90401. NATURE OF BUSINESS: INSURANCE POSITION: MANAGING MEMBER START DATE: JUNE 2022 TIME SPENT: APPROXIMATELY 75% OF TIME IS SPENT IN THIS CAPACITY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Adam 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

July 1, 2016 - Present

COMPOSITION WEALTH, LLC

Office #1: 1299 Ocean Ave., #333, Santa Monica, CA 90401

RIA

CRD#: 143483

SANTA MONICA, CA

Past

July 2, 2009 - December 31, 2016

OCEAN AVENUE CAPITAL ADVISORS, INC.

RIA

CRD#: 147637

SANTA MONICA, CA

Past

October 31, 2008 - May 24, 2009

OCEAN AVENUE CAPITAL ADVISORS, INC.

RIA

CRD#: 147637

SANTA MONICA, CA

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".

COMPOSITION WEALTH, LLC

COMPOSITION WEALTH, LLC | MIRACLE MILE ADVISORS, LLC | MIRACLE MILE ADVISORS, INC.

CRD#: 143483 / SEC#: 801-74711

RIA

Registered Investment Advisory firm - (3/22/2012 Approved)

California

Registered Investment Advisory firm - (4/11/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(7/1/2016)

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: 10/7/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 3/24/2014

National Commodity Futures Examination

Current Firm

COMPOSITION WEALTH, LLC

COMPOSITION WEALTH, LLC | MIRACLE MILE ADVISORS, LLC | MIRACLE MILE ADVISORS, INC.

CRD#: 143483 / SEC#: 801-74711

RIA

Registered Investment Advisory firm - (3/22/2012 Approved)

California

Registered Investment Advisory firm - (4/11/2012 Terminated)

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Contact information

Main Address

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064

Mailing Address

Phone number

(310) 246-1243

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 - WRAP FEE PROGRAM BROCHURE (10/27/2025)

FORM ADV PART 2A (10/27/2025)

Regulatory assets under management

Total Number of Accounts	8,671
AUM (Assets Under Management)	$ 6,714,187,844

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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Jeffrey A. Jacobs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Adam Jacobs's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPOSITION WEALTH, LLC

OCEAN AVENUE CAPITAL ADVISORS, INC.

OCEAN AVENUE CAPITAL ADVISORS, INC.

Primary Firm SEC Registration

COMPOSITION WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/2008

Series 3

Date: 3/24/2014

Current Firm

COMPOSITION WEALTH, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMPOSITION WEALTH, LLC

TRUST BUT VERIFY

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