Avondale Investment Management

Justin Jacobs directs and manages the Financial Advisory division at Avondale, as well as creates and implements complex financial planning strategies for high net worth clients. Before founding Avondale, Justin was Senior Vice President and Senior Investment Strategist at BBVA Compass, annually earning Club Adelante status as one of the company's top national performers.

Our team works with you to explore your financial situation by clarifying your visions, defining your goals, and identifying potential issues. Once we fully understand your situation, we develop a customized financial plan by organizing all aspects of your financial picture and allocating funds to meet your objectives.

Without explicit approval from a client, Avondale will not share any personal information or account details with any person or entity other than those that we have direct affiliation with e.g.

The Securities and Exchange Commission (SEC) requires that all Registered Investment Advisors file a disclosure brochure known as a Form ADV Part 2. This document discloses to clients and prospective clients detailed information about the firm including backgrounds, education, affiliations, and fee structure.This document is updated yearly and distributed to clients post every filing.