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JACOBY AGENCY INSURANCE SERVICES, INC.

Advisory

ENCINO, CA

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in CA
#5,060
of 5,480 advisers by AUM
Average account
$106K
across 29 accounts
AUM per adviser
$3M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM
$3M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$3M
Discretionary AUM$0
Non-Discretionary AUM$3M
Discretionary %0%
Total Clients13
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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