Investment adviser representative · Cruden Bay Investment Management, LLC
Jacob S. Kester
CRD 6690932 · Westlake Village, CA
At a glance
Jacob S. Kester is an investment adviser representative with Cruden Bay Investment Management, LLC in Westlake Village, CA, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Cruden Bay Investment Management, LLCSince December 2025Westlake Village, CA · $663M in regulatory assets
SEC adviser record
- Registered since
- 2025
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jacob’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Cruden Bay Investment Management, LLC
- Jonathan S. HersonWestlake Village
- Selwyn S. HersonWestlake Village
- Andrew D. LowensteinWestlake Village
Every advisor at Cruden Bay Investment Management, LLC →Cruden Bay Investment Management, LLC: assets, clients and custodians →Financial advisors in Westlake Village, CA →Every Cruden Bay Investment Management, LLC advisor in Westlake Village →Advisor Moves: who changed firms this week →