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Member · Werba Rubin Papier Wealth Management, LLC

Scott B. Jacobs

CRD 2538629 · Named on Form ADV at one SEC-registered adviser

At a glance

Werba Rubin Papier Wealth Management, LLC, an SEC-registered wealth manager based in SAN Jose, CA with $1.4 billion in regulatory assets, lists Scott B. Jacobs on its Form ADV as Member.

Firms and roles

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Scott’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.