Pamela Ann Jacobs

Current Employers

Employment History

• 07/2016 → 06/2017
  Concert Wealth Management, Inc.
  San Jose, CA
• 09/2016 → 02/2017
  Sowell Financial Services, Llc
  North Little Rock, AR
• 02/2017 → 07/2017
  Institute For Wealth Advisors
  Denver, CO
• 03/2019 → Present
  Monvia Financial L.P.
  Walnut Creek, CA
• 07/2017 → 01/2021
  Whitehall-Parker Securities, Inc.
  San Rafael, CA
• 07/2017 → 03/2019
  Frontier Wealth Strategies Inc.
  Walnut Creek, CA

Previous Registrations

• 2017-02-27 → 2017-07-11
  Institute For Wealth Advisors, Inc.
  Dublin, CA
  Denver, CO
• 2016-07-21 → 2017-06-30
  Concert Wealth Management
  Dublin, CA
  San Jose, CA
• 2016-11-14 → 2017-02-23
  Sowell Management
  North Little Rock, AR
  Dublin, CA
• 2013-07-08 → 2016-07-26
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
• 2007-07-23 → 2013-07-09
  Edward Jones
  Sonoma, CA

Other Businesses

Ohana Opportunities LLC; Co-owner through holding company Jacobs Financial Advisors Inc. (Consulting and evaluating investment opportunities); 2/2021; investment related; located at 1990 N California Blvd, Suite 830, Walnut Creek, CA 94596; Approx. 1 hours per month, 1 hours per month during trading hours. Licensed Insurance Agent; 08/26/2019 - Present; Appointed at various insurance companies; not investment-related; located at 1990 N California Blvd, Suite 830, Walnut Creek, CA 94596; Approx. 4 hours per month, none of which are during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-20
• S63 Uniform Securities Agent State Law Examination
  2001-06-01

Designations

Other Names

• Pamela Ann Mohtashem
• Pam Teixeira
• Pam Ann Mohtashem
• Pam Ann Teixeira
• Pamela Ann Teixeira
• Pam Ann Jacobs
• Pamela Ann Jacobs