Scott Bradley Jacobs

Employer firm

Werba Rubin Papier Wealth Management, LLC CRD 139237

$1.40B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 07/2018
  Cetera Advisors Llc
  Denver, CO
• 06/2014 → 07/2018
  Benjamin Madison Wealth Advisors, Llc
  San Francisco, CA
• 07/2018 → 12/2021
  Deyoe Wealth Management, Inc.
  Berkeley, CA
• 12/2021 → 12/2023
  Ep Wealth Advisors
  Torrance, CA
• 01/2024 → Present
  Werba Rubin Papier Wealth Management, Llc
  San Jose, CA

Previous Registrations

• 2022-01-14 → 2024-02-29
  Ep Wealth Advisors
  Torrance, CA
  Berkeley, CA
• 2018-07-05 → 2021-12-22
  Mindful Money
  Berkeley, CA
• 2012-02-28 → 2018-07-02
  Cetera Advisors Llc
  San Francisco, CA
  Greenwood Village, CO
• 2018-02-05 → 2018-06-30
  Benjamin Madison Wealth Advisors, Llc
  San Francisco, CA
• 2014-08-26 → 2017-12-31
  Benjamin Madison Wealth Advisors, Llc
  San Francisco, CA
• 2010-01-12 → 2013-12-31
  Benjamin Madison Wealth Advisors, Llc
  San Francisco, CA
• 2010-01-19 → 2012-02-28
  Pacific West Financial Consultants Inc
  Renton, WA
• 2009-05-20 → 2009-09-03
  Dow Rockwell Llc
  San Rafael, CA
• 2009-03-17 → 2009-04-01
  Grove Point Investments, Llc
  Greenbrae, CA
• 2003-06-06 → 2008-10-15
  Wells Fargo Investments, Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2001-03-09 → 2003-06-06
  Prudential Equity Group, Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1995-03-27