Jeffrey R. Jacobs, Cpa

Jeffrey R. Jacobs, Cpa (CRD# 141614) is a financial advisory firm headquartered in Miami, FL. They manage $785,555 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $261,852
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 R. Jacobs
CRD#: 3114522
12944 Sw 133 Court, Miami, FL 33186
93
Wealthminder
score

Jeffrey Jacobs (CRD# 3114522) is an Investment Advisor Representative working at Jeffrey R. Jacobs, Cpa in Miami, FL and has over 18 years of experience in the finance industry.

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