David William Jacobs

Navalign, LLC

23 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Navalign, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

714 clients

Average Client Portfolio

$918K average

Assets Under Management

$655.6M

Fee Structure

Minimum Annual Fee:$4,000

Location

15910 Ventura Blvd, Suite 1605, Encino, CA, 91436

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Navalign, LLC

January 2018 - Present · 8 yrs 1 mo

Previous Registrations

Carter Jacobs, LLC

June 2002 - December 2017 · 15 yrs 6 mos

State Registrations2 states

CAUT

Advisor

Exams

No exam information available for this advisor.