Transparency & Compliance
Resources
As an SEC Registered Investment Advisor, Jacobs & Company is committed to full transparency. Below you will find our official regulatory filings and disclosure documents. We encourage all current and prospective clients to review these materials to understand our services, fees, and practices.
Form ADV Part 2A
Updated April 2026
Firm brochure detailing our advisory services, fees, and business practices.
DownloadForm ADV Part 2B
Updated February 2026
Brochure supplement providing information about our advisory personnel.
DownloadForm CRS
Updated February 2026
Customer Relationship Summary outlining our services and fees.
DownloadFor additional information, visit the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov or investor.gov/crs.