Andrew Harris Jacobson

Employer firm

Steelpeak Wealth, LLC CRD 165168

$4.15B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2013 → 11/2016
  Wells Fargo Advisors Llc
  Woodland Hills, CA
• 11/2016 → 08/2017
  Wells Fargo Clearing Services, Llc
  Woodland Hills, CA
• 08/2017 → Present
  Steel Peak Wealth Management
  Woodland Hills, CA

Previous Registrations

• 2013-11-21 → 2017-09-22
  Wells Fargo Clearing Services, Llc
  Woodland Hills, CA
• 2009-06-01 → 2013-12-02
  Morgan Stanley
  Sherman Oaks, CA
• 2008-03-20 → 2009-06-01
  Citigroup Global Markets Inc.
  Sherman Oaks, CA
• 2005-01-28 → 2008-04-18
  Ubs Financial Services Inc.
  Encino, CA
  Sherman Oaks, CA
• 1998-12-22 → 2005-02-01
  Morgan Stanley Dw Inc.
  Valencia, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-10
• S65 Uniform Investment Adviser Law Examination
  1998-09-10