Scott Bradley Jacobs

Current Employers

Werba Rubin Papier Wealth Management, Llc

1732 North 1St Street Suite 220, San Jose, CA 95112 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-01
TX	RA	APPROVED_RES	2024-02-09

CA RA
APPROVED

Since 2025-01-01
TX RA
APPROVED_RES

Since 2024-02-09

Branch Locations

Oakland, CA • United States

1732 North 1St Street Suite 220, San Jose, CA 95112 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

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

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

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

S65 Uniform Investment Adviser Law Examination

1999-12-23
S63 Uniform Securities Agent State Law Examination

1995-03-27