Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jakob? Claim Your ProfileJakob Kekaimalu Adams is an investment advisor representative for Chequers Financial Management LLC, a firm based in San Francisco, CA. Jakob has been in the industry since August 2022 and has earned a Series 65 license. Jakob has experience working with a variety of clients including individuals and institutions. Chequers Financial Management LLC provides highly tailored family office, estate, tax, wealth transfer, and strategic financial consulting services to ultra high net worth clients.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Highly-tailored family office, estate, tax, wealth transfer, and strategic financial consulting to ultra high net worth clients
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.
1
2
CA
01/01/2025 - Present
Chequers Financial Management LLC (SAN FRANCISCO CA)
IA
Issued 07/19/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jakob Adams is the right advisor for you? Invested Better is here to help.
