Steven
Jacobs
Hbw Advisory Services LLC
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About this Advisor
Steven Jacobs is a financial advisor based out of Springfield, Ohio with a total of 4 years of industry experience. Jacobs is currently employed by Hbw Advisory Services LLC. Over the course of their career, Jacobs has held roles at Hbw Securities LLC, Hbw Partners, Hbw Advisory Services and Cetera Advisor Networks. Jacobs has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to serve investors in Ohio. Hbw Advisory Services LLC is an advisory business operating out of Simi Valley, CA. The investment advisory business has offices in 49 locations and a total of 65 advisors. It oversees $1 billion in assets under management between its 11,853 client accounts, placing it among the bigger firms in the nation by assets under management. Of its 11,853 accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. Hbw Advisory Services LLC provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types billed by Hbw Advisory Services LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hbw Advisory Services LLC Brokerage Details
$1,019,551,088
65
11,853
$86,016
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Steven Jacobs Work History
Steven has been registered as a financial advisor for 4 years.*
Hbw Advisory Services
Cetera Advisor Networks
Hbw Partners
Hbw Securities LLC
*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 Steven Jacobs 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 Hbw Advisory Services LLC
Simi Valley, CA
Saratoga Springs, NY
Simi Valley, CA
Oxnard, CA
Simi Valley, CA
Corona, CA
Simi Valley, CA
Simi Valley, 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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