Jacob Montes has been an investment adviser representative at Dark Horse Advisors since December 2023, and is not listed among the firm’s executive officers or direct owners. Jacob Montes studied Degrees in Sociology and Business Administration at the University of California, Santa Barbara.
Dark Horse Advisors LLC is a firm with $182M under management, 179 clients and 5 advisers in one office, as of its April 2026 filing.
Jacob Montes is Wealth Advisor of Dark Horse Private Wealth. He was a Division 1 golfer and, after college, briefly pursued professional golf before taking an opportunity with Dark Horse’s Matthew Poole.
- Dark Horse Advisors LLCCurrent– present · 2 yearsRancho Santa Fe, CA · Adviser representative · Firm CRD 312741
Investment adviser representative registrations
Jacob Montes is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2023; the most recent is Texas, in June 2026.
- CaliforniaSince 6 December 2023
- TexasResidentSince 25 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 November 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Tyler Montes
- CRD
- 7780202
- Firm
- Dark Horse Advisors · CRD 312741
- Office
- 16950 Via de Santa Fe, Suite 5060-104, Rancho Santa Fe, CA 92067
- Registration
- Investment adviser registration
- In the industry since
- December 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pw.darkhorse.cpa
Where does Jacob Montes work?
Jacob Montes is an investment adviser representative registered through Dark Horse Advisors LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Montes a financial advisor?
Yes. Jacob Montes has a current investment-adviser registration in California and Texas, through Dark Horse Advisors since December 2023.
How many years of experience does Jacob Montes have?
Jacob Montes has 2 years in the financial industry, since December 2023, across 1 adviser firm.
What exams has Jacob Montes passed?
Jacob Montes passed the Series 65 in November 2023.
Where is Jacob Montes based?
Jacob Montes’ registered office is in Rancho Santa Fe, CA.
Is Jacob Montes registered with FINRA?
No. Jacob Montes has no current broker registration.
How can I verify Jacob Montes’ record?
Search CRD 7780202 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Montes’ full registration record.