Jakob Kekaimalu Adams

Employer firm

Chequers Financial Management LLC CRD 175209

$1.31B regulatory AUM 65 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• HIGHLY-TAILORED FAMILY OFFICE, ESTATE, TAX, WEALTH TRANSFER, AND STRATEGIC FINANCIAL CONSULTING TO ULTRA HIGH NET WORTH CLIENTS

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

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

Current Employers

Employment History

• 08/2022 → Present
  Chequers Financial Management Llc
  San Francisco, CA
• 03/2022 → 07/2022
  Malarna Capital Advisory
  Honolulu, HI
• 01/2013 → 06/2017
  Full Time Student
  Honolulu, HI
• 08/2017 → 05/2021
  University Of San Francisco
  San Francisco, CA
• 11/2021 → 01/2022
  House Of Mana Up
  Honolulu, HI
• 06/2019 → 08/2019
  Mana Up Presents
  Honolulu, HI
• 09/2018 → 03/2020
  Super Soccer Stars
  San Francisco, CA
• 08/2021 → 10/2021
  Unemployed
  Honolulu, HI

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-19