Founded in 2008, Jacobs, Coolidge & Company, LLC is an independent financial advisory firm based in San Diego, California. The company operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions or other payments from third parties for product sales. Their mission is to provide objective, tailored financial planning and investment management to help individuals, families, and business owners grow, manage, and protect their wealth. As a Registered Investment Adviser, they are held to a fiduciary standard, legally obligated to act in their clients' best interests.

Founded in

United States