Jacob G. Lopez

JGL ADVISORY LLC

Venice, CA

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CRD#: 6702428

Professional summary

Jacob Gabriel Lopez, who also goes by Jacob Lopez, is a registered financial advisor currently at JGL ADVISORY LLC located in Venice, California.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jacob has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob Lopez

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Gabriel Lopez'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

February 12, 2026 - Present

JGL ADVISORY LLC

RIA

CRD#: 339488

Venice, 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
(2/12/2026)

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

State Security Law Exam

IAR

Series 65

Date: 10/1/2025

Uniform Investment Adviser Law Examination

Current Firm

JGL ADVISORY LLC

CRD#: 339488 / SEC#:

California

Registered Investment Advisory firm - (2/12/2026 Approved)

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Contact information

Main Address

627 California Ave, Venice, CA 90291

Mailing Address

Phone number

(562) 201-6940

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.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jacob G. Lopez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Gabriel Lopez's CRS (Customer Relationship Summary).

Certified licenses

Experience

JGL ADVISORY LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/1/2025

Current Firm

JGL ADVISORY LLC

Contact information

Documents

Red Flags

Company Information

JGL ADVISORY LLC

TRUST BUT VERIFY

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