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Tad Evan Jakes

Mfac Financial Advisors, Inc.

Westlake Village, CA

CRD 3113196

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Employer firm

Mfac Financial Advisors, Inc. CRD 114519

$74.1M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Mfac Financial Advisors, Inc.

32107 Lindero Canyon Road Suite 227, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
MD RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MD RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

32107 Lindero Canyon Road Suite 227, Westlake Village, CA 91361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mfac Financial Advisors, Inc. Westlake Village CA 11/2004 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-09-03
  • S63 Uniform Securities Agent State Law Examination
    1998-09-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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