Eric Jacoby
Eric Jacoby is a CFP-designated registered investment advisor at Afc Wealth Management, based in Encino, CA, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 13 clients with $3.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
16130 Ventura Blvd, Suite #400, Encino, CA, 91436
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric owns The Jacoby Agency Insurance Services, Inc. since 1993, dedicating over half of his time to insurance sales. He is also an insurance agent for The Advisor Consulting Group since 2011, spending minimal time on joint casework.
Employment History
Current Registrations
Afc Wealth Management
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Mutual Service Corporation
Mutual Service CorporationBroker
Proequities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.