RJ
Robert Jacobs
ENCOMPASS MORE ASSET MANAGEMENT LLC
North Myrtle Beach, SC 29582
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CRD#: 7620853
RJ
Professional summary
Robert Jacobs is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in North Myrtle Beach, South Carolina.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Robert has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
I work as an independent agent for Advisor Management Group. This takes about 3-4 hours per day providing retirement planning advice. This relationship started approximately 10/15/2024. They are located at 7250 Peak Drive, STE 200, Las Vegas, Nevada 89128, United States.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Jacobs'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®
NoneExperience
Current
August 13, 2025 - Present
ENCOMPASS MORE ASSET MANAGEMENT LLC
Office #1: 2423 Hwy 17 S, Suite 7, North Myrtle Beach, SC 29582RIA
CRD#: 322382
North Myrtle Beach, SC
Past
September 6, 2022 - August 15, 2023
ENCOMPASS MORE ASSET MANAGEMENT LLC
RIA
CRD#: 322382
North Myrtle Beach, SC
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".
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP
CRD#: 322382 / SEC#: 801-126102
RIA
Registered Investment Advisory firm - (7/14/2022 Approved)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
South Carolina(8/13/2025)
Current Firm
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP
CRD#: 322382 / SEC#: 801-126102
RIA
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Contact information
Main Address
390 Diablo Rd Suite 100, Danville, CA 94526
Mailing Address
Phone number
(925) 272-8850
Established
Firm type
Fiscal year end
# of Employees
92
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,025 |
| AUM (Assets Under Management) | $ 581,910,000 |
Red Flags
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Company Information
ENCOMPASS MORE ASSET MANAGEMENT LLC
CRD#: 322382North Myrtle Beach, SC 29582TRUST BUT VERIFY
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