Hermitage Advisors
47yrs
Top advisor by experience in Danville
5yrs
Robert Jacobs
Financial advisor at Encompass More Asset Management
Robert Jacobs has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Danville, California. Robert joined Encompass More Asset Management in 2025, a firm offering financial planning, investment management, and private fund management. Encompass More Asset Management reports being paid through a percentage of assets, hourly fees, and subscription fees.
One of 176 advisors with offices in Danville, and one of 155 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office390 Diablo Rd Suite 100, Danville, CA 94526
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
Typical client at the firm ?$245,730
Advisors at the firm85
States licensed ?1 state
Services through Encompass More Asset Management
Financial planningInvestment management for individuals and small businessesManaging private funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2025 – nowEncompass More Asset Management LLCCurrent firm
- Sep 2022 – Aug 2023Encompass More Asset Management LLCPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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 Robert
How do I contact Robert?
Call Encompass More Asset Management at 925-272-8850 and ask for Robert Jacobs. Robert works from the Danville, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Encompass More Asset Management reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Robert 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
Cetera Investment Advisers
44yrs
Top 1% by experience in Danville
Encompass More Asset Management
44yrs
Top advisor by experience at Encompass More Asset Management
Encompass More Asset Management
42yrs
Top 2% by experience in Danville
Wells Fargo Advisors
42yrs
Top 2% by experience in California
UBS Financial Services
42yrs
Top 2% by experience in California