Jacob Kester has been an investment adviser representative at Cruden Bay Investment Management since August 2021, and is not listed among the firm’s executive officers or direct owners.
Cruden Bay Investment Management, LLC is a Westlake Village, CA firm with $663M under management, 151 clients and 4 advisers across 2 offices, as of its March 2026 filing.
- – present · 5 yearsWestlake Village, CA · Adviser representative · Firm CRD 284787
Investment adviser representative registrations
Jacob Kester is registered as an investment adviser representative in California, since August 2021.
- CaliforniaSince 26 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 July 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Samuel Kester
- CRD
- 6690932
- Firm
- Cruden Bay Investment Management · CRD 284787
- Office
- 2945 TOWNSGATE ROAD, SUITE 200, Westlake Village, CA 91361
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Kester work?
Jacob Kester is an investment adviser representative registered through Cruden Bay Investment Management, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Kester a financial advisor?
Yes. Jacob Kester has a current investment-adviser registration in California, through Cruden Bay Investment Management since August 2021.
How many years of experience does Jacob Kester have?
Jacob Kester has 5 years in the financial industry, since August 2021, across 1 adviser firm.
What exams has Jacob Kester passed?
Jacob Kester passed the Series 65 in July 2021.
Where is Jacob Kester based?
Jacob Kester’s registered office is in Westlake Village, CA.
Is Jacob Kester registered with FINRA?
No. Jacob Kester has no current broker registration.
How can I verify Jacob Kester’s record?
Search CRD 6690932 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Kester’s full registration record.
