LPL Financial
42yrs
Top advisor by experience in Encino
30yrs
Eric Jacoby is a financial advisor in Encino, California, with 30 years in the industry. Eric joined AFC Wealth Management in 2026, after two years at Kestra Advisory Services and seven years at Kestra Investment Services. Eric holds the CFP® designation.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
Office16130 Ventura Blvd Suite #400, Encino, CA 91436
How the firm is paid ?Percent of assets, Hourly, Commissions
Typical client at the firm ?$236,939
States licensed ?1 state
Services through AFC Wealth Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Sep 2026 – nowAFC Wealth ManagementCurrent firm
- 2016 – 2018Kestra Advisory Services, LLCPreviously
- 2009 – 2016Kestra Investment Services, LLCPreviously
- 2003 – 2009Mutual Service CorporationPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call AFC Wealth Management at 310-842-8888 and ask for Eric Jacoby. Eric works from the Encino, CA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.
What licenses does Eric hold?
Series 63. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Eric paid?
AFC Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, commissions on some products. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
42yrs
Top 2% by experience in Encino
Merrill
42yrs
Top 2% by experience in Encino
Raymond James Financial Services Advisors
41yrs
Top 2% by experience in Encino
Morgan Stanley
40yrs
Top 3% by experience in Encino
Merrill
40yrs
Top 3% by experience in Encino