Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Jacobs is a financial advisor at Navalign, LLC. David has been in the industry for over 20 years and has experience working for both Sanford C. Bernstein & CO., INC. and Sanford C. Bernstein & CO., LLC. David specializes in working with high-net-worth individuals and pension plans, and is registered with the state of California and Utah as an Investment Advisor Representative.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/16/2018 - Present
Navalign, LLC (ENCINO CA)
NY
12/07/2000 - 03/26/2002
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
02/17/1998 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 03/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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