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Jacob Samuel Kester

Cruden Bay Investment Management, LLC

Westlake Village, CA

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Current Employers
Cruden Bay Investment Management, Llc

2945 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-17
  • CA RA
    APPROVED
    Since 2025-12-17

Branch Locations

2945 Townsgate Road Suite 200, 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
Cruden Bay Investment Management, Llc Westlake Village CA 07/2021 Present
Full Time Student Seattle WA 08/2013 08/2017
Cornerstone Advisors Bellevue WA 08/2017 08/2019
One Wealth Partners Santa Monica CA 08/2019 07/2021
  • 07/2021 → Present
    Cruden Bay Investment Management, Llc
    Westlake Village, CA
  • 08/2013 → 08/2017
    Full Time Student
    Seattle, WA
  • 08/2017 → 08/2019
    Cornerstone Advisors
    Bellevue, WA
  • 08/2019 → 07/2021
    One Wealth Partners
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-30
  • S65 Uniform Investment Adviser Law Examination
    2021-07-30
Other Names
  • Jake Kester

View on SEC IAPD

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Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
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