David Jacobs has held the title Member at Navalign since March 2002, is a control person of the firm and directly owns between 25% and 50% of it. David Jacobs studied at Cornell University.
Navalign, LLC is an Encino, CA firm with $732M under management, 716 clients and 8 advisers in one office, as of its April 2026 filing.
David Jacobs is Partner of Navalign. He began his career in 1996 at an investment management firm on Wall Street and established his own practice in 2002. In addition to serving clients directly, he oversees the firm’s investment team as Chief Investment Officer.
Professional designations
Listed by Navalign
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
David Jacobs is registered as an investment adviser representative in 2 states. Each was approved in January 2018.
- CaliforniaSince 16 January 2018
- UtahSince 16 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 March 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 February 1998 |
| Series 7 | General Securities Representative Examination | 13 February 1998 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David William Jacobs
- CRD
- 2986626
- Firm
- Navalign · CRD 119919
- Role
- Member
- Office
- 15910 VENTURA BLVD, SUITE 1605, Encino, CA 91436
- Registration
- Investment adviser registration
- In the industry since
- June 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- navalign.com
Where does David Jacobs work?
David Jacobs has held the title Member at Navalign, LLC since March 2002, and is a control person of the firm.
Is David Jacobs a financial advisor?
Yes. David Jacobs has a current investment-adviser registration in California and Utah, through Navalign since January 2018.
How many years of experience does David Jacobs have?
David Jacobs has 24 years in the financial industry, since June 2002, across 1 adviser firm.
What exams has David Jacobs passed?
David Jacobs has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in February 1998.
Where did David Jacobs work before Navalign?
Before Navalign, David Jacobs was registered through Carter Jacobs, LLC, June 2002 to December 2017.
Where is David Jacobs based?
David Jacobs’ registered office is in Encino, CA.
Is David Jacobs registered with FINRA?
No. David Jacobs has no current broker registration.
Is David Jacobs a CFA charterholder?
Navalign lists David Jacobs with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify David Jacobs’ record?
Search CRD 2986626 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Jacobs’ full registration record.
