Jacob J. Saroyan

EXETER INVESTMENT MANAGEMENT

MANHATTAN BEACH, CA

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CRD#: 5679597

Professional summary

Jacob James Saroyan, who also goes by Jacob J Saroyan, Jacob Saroyan, Jake Saroyan, is a registered financial advisor currently at EXETER INVESTMENT MANAGEMENT located in Manhattan Beach, California.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 1 firm .

At a Glance

Always Fiduciary

Aliases

Jacob J Saroyan | Jacob Saroyan | Jake Saroyan

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.

1) JACOB SAROYAN; NON-INVESTMENT RELATED; 26703 HAWKHURST DRIVE, RANCHO PALOS VERDES, CA 90275; CITRUS GROVES; 50% OWNER; APPROX. 0 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; PASSIVE OWNER IN CALIFORNIA CITRUS GROVES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob James Saroyan'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

April 28, 2025 - Present

EXETER INVESTMENT MANAGEMENT

RIA

CRD#: 335442

MANHATTAN BEACH, 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
(4/28/2025)

IAR

Texas
(2/19/2026)

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

EXETER INVESTMENT MANAGEMENT

EXETER INVESTMENT MANAGEMENT | EXETER INVESTMENT MANAGEMENT LLC

CRD#: 335442 / SEC#:

California

Registered Investment Advisory firm - (4/28/2025 Approved)

Texas

Registered Investment Advisory firm - (2/3/2026 Conditional Restricted)

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Contact information

Main Address

Rancho Palos Verdes, CA

Mailing Address

Phone number

(310) 265-9563

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 27,002,856

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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Jacob J. Saroyan

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob James Saroyan's CRS (Customer Relationship Summary).

Certified licenses

Experience

EXETER INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

EXETER INVESTMENT MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EXETER INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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