Jacob M. Mayer
Professional summary
Jacob Martin Mayer, who also goes by Jacob M Mayer, is a registered financial advisor currently at SANTA BARBARA MANAGEMENT located in Chicago, Illinois.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jacob has worked at 2 firms and has passed the Series 65, Series 79TO, Series 99TO, SIE, Series 79, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Martin Mayer's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 3, 2026 - Present
SANTA BARBARA MANAGEMENT
Office #1: 10 E. Ohio St. 2nd Floor, Chicago, IL 60611August 17, 2016 - July 6, 2020
MARATHON CAPITAL MARKETS, LLC
Primary Firm SEC Registration
SANTA BARBARA MANAGEMENT
CRD#: 334801 / SEC#: 801-132201
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/3/2026)
Exams
Series 79TO
Date: 7/1/2024
Investment Banking Registered Representative ExaminationSeries 99TO
Date: 7/1/2024
Operations Professional ExaminationCurrent Firm
SANTA BARBARA MANAGEMENT
CRD#: 334801 / SEC#: 801-132201
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 154 |
| AUM (Assets Under Management) | $ 259,160,014 |
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.
