Jacob Martin 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jacob M Mayer
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
10 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
SANTA BARBARA MANAGEMENT | SANTA BARBARA MGMT, LLC
Contact Information
Main Address
222 N. Lasalle Street Suite 625, Chicago, IL 60601Phone Number
(734) 604-9891# of Employees
18SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
267AUM (Assets Under Management)
$530,188,760Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
SANTA BARBARA MANAGEMENT | SANTA BARBARA MGMT, LLC
State Registrations and Notice Filings
(3/3/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jul 2024About the Series 79TO examSeries 79 — Investment Banking Registered Representative Examination
Passed Oct 2017About the Series 79 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jacob Martin Mayer's CRS (Customer Relationship Summary).
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