JEFFREY R. JACOBS, CPA

Overview

Jeffrey R. Jacobs, Cpa operates as a sole-proprietorship accountant that also offers financial planning and portfolio management for individuals and small businesses. The firm’s advisory activity is narrow and execution-focused: it charges a mix of percentage-of-AUM fees and hourly fees and concentrates on discretionary management. The adviser reports a clear preference for equities and exchange-traded strategies, and its operating model appears built around managing a small number of relatively large accounts rather than scaling a broad-retail practice. The firm is not marked as an active ESG investor, is not a multi-state adviser, and does not report roles such as pension consultant or related-adviser. Advisory services center on traditional financial planning and direct portfolio management rather than broader institutional or family office services.

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Location & Offices