Jacob Schwartz
Green Ocean Global · San Francisco, California
Jacob Schwartz is a fee-only financial advisor at Green Ocean Global in San Francisco, California. Jacob focuses on cross-border (US / Canada), retirement planning and estate & legacy planning. Green Ocean Global reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Cross-border families
Facts
| Firm | Green Ocean Global |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $114.8M across 147 accounts |
| SEC registration | Investment adviser representative in CA, FL, WA · CRD 8160472 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | greenoceanglobal.net |
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Questions about Jacob
Is Jacob Schwartz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Green Ocean Global reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Green Ocean Global, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacob Schwartz based?
Jacob Schwartz is based in San Francisco, California.
What does Jacob specialize in?
Jacob's specialties include cross-border (US / Canada), retirement planning, estate & legacy planning and tax planning. Jacob works with cross-border families.
Is Jacob Schwartz registered with the SEC?
Yes. Jacob Schwartz is registered as an investment adviser representative in CA, FL and WA (CRD 8160472), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Green Ocean Global manage?
Green Ocean Global reports $114.8M across 147 accounts in assets under management.
How do I contact Jacob Schwartz?
Through Jacob's website, greenoceanglobal.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Green Ocean Global website : specialties, clients served, and fees, checked October 30, 2026
- 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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