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RIA / WealthAdvisor31 years in industry

SCOTT BRADLEY JACOBS

Advisor at WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

OAKLAND, CA | SAN JOSE, CA

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Search this name across graphsid dfx:ria:af21560d-ec57-65e7-bd39-1845a4ebd0ac

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Mar 9, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 27, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 11
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Mar 27, 1995
First registration: Mar 9, 2001
Dual registered: no
IAPD individual key: 2538629

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC	Independent wealth	Feb 9, 2024	n/a	yes	OAKLAND, CA\|SAN JOSE, CA	Current employment
EP WEALTH ADVISORS	Independent wealth	Jan 14, 2022	Feb 29, 2024	no	TORRANCE, CA\|BERKELEY, CA	Previous registration
MINDFUL MONEY	Former SEC adviser	Jul 5, 2018	Dec 22, 2021	no	Berkeley, CA	Previous registration
BENJAMIN MADISON WEALTH ADVISORS, LLC	n/a	Feb 5, 2018	Jun 30, 2018	no	SAN FRANCISCO, CA	Previous registration
BENJAMIN MADISON WEALTH ADVISORS, LLC	n/a	Aug 26, 2014	Dec 31, 2017	no	SAN FRANCISCO, CA	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	Feb 28, 2012	Jul 2, 2018	no	SAN FRANCISCO, CA\|GREENWOOD VILLAGE, CO	Previous registration
PACIFIC WEST FINANCIAL CONSULTANTS INC	Former SEC adviser	Jan 19, 2010	Feb 28, 2012	no	RENTON, WA	Previous registration
BENJAMIN MADISON WEALTH ADVISORS, LLC	n/a	Jan 12, 2010	Dec 31, 2013	no	SAN FRANCISCO, CA	Previous registration
DOW ROCKWELL LLC	n/a	May 20, 2009	Sep 3, 2009	no	SAN RAFAEL, CA	Previous registration
H. BECK, INC.	Former SEC adviser	Mar 17, 2009	Apr 1, 2009	no	GREENBRAE, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Jun 6, 2003	Oct 15, 2008	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Mar 9, 2001	Jun 6, 2003	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EP WEALTH ADVISORS	WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC	Feb 29, 2024	Feb 9, 2024	-20	Firm change	RIA to RIA
MINDFUL MONEY	EP WEALTH ADVISORS	Dec 22, 2021	Jan 14, 2022	23	Firm change	RIA to RIA
CETERA ADVISORS LLC	BENJAMIN MADISON WEALTH ADVISORS, LLC	Jul 2, 2018	Aug 26, 2014	-1,406	Firm change after gap	Other
BENJAMIN MADISON WEALTH ADVISORS, LLC	MINDFUL MONEY	Jun 30, 2018	Jul 5, 2018	5	Firm change	Other
BENJAMIN MADISON WEALTH ADVISORS, LLC	PACIFIC WEST FINANCIAL CONSULTANTS INC	Dec 31, 2013	Jan 19, 2010	-1,442	Firm change after gap	Other
PACIFIC WEST FINANCIAL CONSULTANTS INC	CETERA ADVISORS LLC	Feb 28, 2012	Feb 28, 2012	0	Bulk transfer	Other
DOW ROCKWELL LLC	BENJAMIN MADISON WEALTH ADVISORS, LLC	Sep 3, 2009	Jan 12, 2010	131	Firm change	Other
H. BECK, INC.	DOW ROCKWELL LLC	Apr 1, 2009	May 20, 2009	49	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	H. BECK, INC.	Oct 15, 2008	Mar 17, 2009	153	Firm change	Other
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO INVESTMENTS, LLC	Jun 6, 2003	Jun 6, 2003	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
170130:111147:CA:2021-12-22	Dec 22, 2021	Jan 14, 2022	BERKELEY, CA	Firm change

Relationships

Registered with (10)

→ WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 9, 2024 to presentfactForm ADV
→ EP WEALTH ADVISORSRegistered adviserregistration: previous registration
Jan 14, 2022 to Feb 29, 2024factForm ADV
→ MINDFUL MONEYRegistered adviserregistration: previous registration
Jul 5, 2018 to Dec 22, 2021factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Feb 28, 2012 to Jul 2, 2018factForm ADV
→ BENJAMIN MADISON WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 5, 2018 to Jun 30, 2018factForm ADV
→ PACIFIC WEST FINANCIAL CONSULTANTS INCRegistered adviserregistration: previous registration
Jan 19, 2010 to Feb 28, 2012factForm ADV
→ DOW ROCKWELL LLCRegistered adviserregistration: previous registration
May 20, 2009 to Sep 3, 2009factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Mar 17, 2009 to Apr 1, 2009factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jun 6, 2003 to Oct 15, 2008factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Mar 9, 2001 to Jun 6, 2003factForm ADV

Dated events

Occurred
Feb 29, 2024
Advisor changed firm
Scott Bradley Jacobs left Ep Wealth Advisors for Werba Rubin Papier Wealth Management, Llc (registered 2024-02-09)
Form ADVobserved 5 days ago