David Jacobs
Navalign · Encino, California
David Jacobs is a fee-only financial advisor at Navalign in Encino, California. Navalign reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Navalign |
|---|---|
| Based in | Encino, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $731.9M across 1,906 accounts |
| SEC registration | Investment adviser representative in CA, UT · CRD 2986626 |
| Exams passed | Series 63 (1998) · Series 66 (2002) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | navalign.com |
| Profile |
How David's firm compares
- Navalign's average account is about $384,000, from its Form ADV (assets managed divided by 1,906 accounts).
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Questions about David
Is David Jacobs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Navalign reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Navalign, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Jacobs based?
David Jacobs is based in Encino, California.
Is David Jacobs registered with the SEC?
Yes. David Jacobs is registered as an investment adviser representative in CA and UT (CRD 2986626), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Navalign manage?
Navalign reports $731.9M across 1,906 accounts in assets under management.
How do I contact David Jacobs?
Through David's website, navalign.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Encino
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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