Private Wealth Management & 401k/Retirement Plans. We are fee-only advisors that combine sophisticated wealth management strategies with a no commissions, conflict-free approach.
(818)728-4500 (818)728-4504 Fax
15233 Ventura Blvd. Sherman Oaks, CA 91403-2232 -
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Founded in 2002 by Chris Carter and David Jacobs, Carter Jacobs, LLC is an SEC Registered Investment Advisor (RIA). Through our Private Wealth Management and 401k/Retirement Services we offer a unique combination of expertise and capabilities that help set us apart from the competition.
As fee-only RIAs, we have a fiduciary responsibility to always act in our clients’ best interest.
Private Wealth Management & 401k/Retirement Plans
Successful families, business owners, highly compensated executives, and charitable entities with a $500,000 minimum.
401ks with a $1,000,000 minimum.
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Our office is located in Sherman Oaks on the NE corner of Ventura and Sepulveda.
