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Since 1976

Jacobs & Company

An SEC-registered investment adviser providing personalized, discretionary portfolio management to institutional, corporate, and individual clients.

About the firm Form ADV
About

Heritage, investment approach, and who we serve.

Founded 1976. GARP equity strategy. Schwab custody. Fee-only.
Resources

Regulatory filings and disclosure documents.

Form ADV Parts 2A & 2B, Form CRS, and Privacy Policy.