Jeffrey R. Jacobs, Cpa

Jeffrey R. Jacobs, Cpa (CRD# 141614) is a financial advisory firm headquartered in Miami, FL. They manage $1,626,336 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
12944 Sw 133 Court, Miami, FL 33186
http://www.jrjacobs.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $542,112
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Jeffrey R. Jacobs, Cpa
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Jacobs, financial advisor Miami FL
Jeffrey R. Jacobs
CRD#: 3114522
12944 Sw 133 Court, Miami, FL 33186

Jeffrey Jacobs (CRD# 3114522) is an Investment Advisor Representative working at Jeffrey R. Jacobs, Cpa in Miami, FL and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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