Scott Jacobs

Scott Jacobs

Vice President

Berkeley, California

Berkeley, California Office

2150 Shattuck Avenue
Suite 700
Berkeley, CA 94704

Phone: (510) 848-0012

Fax: (510) 848-0009

  • Scott specializes in serving LGBTQ families, technology employees and small business owner clients. Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day.

  • Scott has more than 25 years of experience in financial services. Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo.

  • Scott graduated from the University at Buffalo, earning a B.A. in English Language and Literature.

  • An avid athlete, Scott plays flag football for the San Francisco Gay Flag Football League as well as for the San Francisco Gay Softball League. He can also be found on his yoga mat 4–5 days a week. In spite of his New York roots, he is a HUGE Giants, Warriors and 49ers fan! Also, Scott and his wife Maggie are the proud parents of three cats: Kaplan, Cooper and Reddington.


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