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Andrew Harris Jacobson

Steelpeak Wealth, LLC

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About Andrew Harris Jacobson

Andrew Jacobson is an investment advisor representative with Steelpeak Wealth, LLC in WOODLAND HILLS, CA. Andrew Jacobson has been in the financial industry since 1998. Previously, Andrew Jacobson was associated with WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., UBS FINANCIAL SERVICES INC. and MORGAN STANLEY DW INC.

Firm Information

Andrew Jacobson is currently registered with Steelpeak Wealth, LLC. Steelpeak Wealth, LLC is a registered investment advisor located in Woodland Hills, California. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Steelpeak Wealth manages approximately $2.5 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, and pension plans. The firm has a team of 28 investment advisor representatives and 9 licensed agents.
Steelpeak Wealth, LLC

21650 OXNARD STREET

WOODLAND HILLS, CA 91367

$2.54B

Assets Under Management

2

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Jacobson’s Registration & Firm History

CA

08/31/2017 - Present

Steelpeak Wealth, LLC (WOODLAND HILLS CA)

CA

11/21/2013 - 09/22/2017

WELLS FARGO CLEARING SERVICES, LLC (WOODLAND HILLS CA)

CA

06/01/2009 - 12/02/2013

MORGAN STANLEY (SHERMAN OAKS CA)

CA

03/20/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (SHERMAN OAKS CA)

CA

01/28/2005 - 04/18/2008

UBS FINANCIAL SERVICES INC. (ENCINO CA)

NY

08/28/1998 - 02/01/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 09/10/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 08/27/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Andrew Harris Jacobson. Review regulatory record here.
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