JEFFREY R. JACOBS, CPA

Phone

305-255-0011

Fax

305-255-0811

Registration

— (—)

Source

State registered

Total AUM

$2.1M

Discretionary AUM

$2.1M

Team

1 total employees; 1 advisory reps; 15 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-03-31

Disciplinary history

No