Jacob
Kester
Cruden Bay Investment Management, LLC
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About this Advisor
Jacob Kester is a financial advisor based in Westlake Village, California with 2 years of industry experience. Kester is currently employed by Cruden Bay Investment Management, LLC. Throughout their career, Kester has worked at Cruden Bay Investment Management, LLC, Full Time Student, Cornerstone Advisors and One Wealth Partners. Kester holds a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in California. Cruden Bay Investment Management, LLC is a registered investment firm that has its headquarters in Westlake Village, CA. The company has just four financial advisors. It handles $441 million in assets between its 483 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 483 customer accounts, 35% belong to high-net-worth investors who have more than $1 million in investable assets. Cruden Bay Investment Management, LLC offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fee schedules largely vary depending on which services are provided. Fee types charged by Cruden Bay Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cruden Bay Investment Management, LLC Brokerage Details
$440,739,762
4
483
$912,505
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Jacob Kester Work History
Jacob has been registered as a financial advisor for 2 years.*
Cruden Bay Investment Management, LLC
One Wealth Partners
Cornerstone Advisors
Full Time Student
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Kester to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cruden Bay Investment Management, LLC
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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