AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JS

Jacob Schwartz

GREEN OCEAN GLOBAL ADVISORS
SAN FRANCISCO, CA 94105
CRD#: 8160472
Some features on this profile are disabled
JS
Jacob SchwartzGREEN OCEAN GLOBAL ADVISORS

Professional summary

Jacob Schwartz is a registered financial advisor currently at GREEN OCEAN GLOBAL ADVISORS LLC located in San Francisco, California.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Schwartz'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

November 11, 2025 - Present

GREEN OCEAN GLOBAL ADVISORS LLC

Office #1: 201 Spear Street, Suite 1100, San Francisco, CA 94105
RIA
CRD#: 321145
SAN FRANCISCO, 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
(11/11/2025)
IAR
Florida
(11/19/2025)
IAR
Washington
(11/11/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/22/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/4/2024
Securities Industry Essentials Examination

Current Firm

GO
GREEN OCEAN GLOBAL ADVISORS LLC
GREEN OCEAN GLOBAL ADVISORS LLC

CRD#: 321145 / SEC#: 801-135583

California
Registered Investment Advisory firm - (6/8/2022 Approved)
Florida
Registered Investment Advisory firm - (9/6/2024 Approved)
Washington
Registered Investment Advisory firm - (2/26/2024 Approved)
Loading...

Contact information

Main Address
201 Spear Street, Suite 1100, San Francisco, CA 94105
Mailing Address
Rocha Do Conde De �bidos Sudio 2.5, Lisbon 1350-352
Phone number
(206) 686-1594
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2B - HOFFMAN (2/15/2026)
ADV PART 2B - SCHWARTZ (2/15/2026)
ADV PART 2B - MOBERG (2/15/2026)
ADV PART 2A- GREEN OCEAN GLOBAL ADVISORS LLC (4/9/2025)
ADV PART 2B- MCNERTNEY (1/28/2025)
ADV PART 2B - AHRENS (1/28/2025)

Regulatory assets under management

Total Number of Accounts393
AUM (Assets Under Management)$ 114,826,953

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.

Company Information

GREEN OCEAN GLOBAL ADVISORS LLC

CRD#: 321145San Francisco, CA 94105

TRUST BUT VERIFY

Monitor Jacob Schwartz

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

AG
Adam GreenAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Half Moon Bay, CA
Jason Guo Quan Fang
Jason FangAdvisorCheck Check Mark
TERRAFIRMA WEALTH PARTNERS
IAR
WALNUT CREEK, CA
Michael Steven Ginsberg
Michael GinsbergAdvisorCheck Check Mark
GINSBERG FINANCIAL STRATEGIES
IAR
WALNUT CREEK, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.