Jeffrey R. Jacobs

JEFFREY R. JACOBS, CPA

Miami, FL 33186-5806

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CRD#: 3114522

Professional summary

Jeffrey R Jacobs is a registered financial advisor currently at JEFFREY R. JACOBS, CPA located in Miami, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey R Jacobs's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 5, 1999 - Present

JEFFREY R. JACOBS, CPA

Office #1: 12944 Sw 133 Court, Miami, FL 33186-5806

RIA

CRD#: 141614

Miami, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/5/1999)

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Exams

State Security Law Exam

IAR

Series 65

Date: 8/10/1998

Uniform Investment Adviser Law Examination

Current Firm

JEFFREY R. JACOBS, CPA

JEFFREY R. JACOBS | JEFFREY R. JACOBS, CPA

CRD#: 141614 / SEC#:

Florida

Registered Investment Advisory firm - (1/5/1999 Approved)

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Contact information

Main Address

12944 Sw 133 Court, Miami, FL 33186-5806

Mailing Address

Phone number

(305) 255-0011

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 1,919,926

Red Flags

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Jeffrey R. Jacobs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey R Jacobs's CRS (Customer Relationship Summary).

Certified licenses

Experience

JEFFREY R. JACOBS, CPA

State Registrations and Notice Filings

Exams

Series 65

Date: 8/10/1998

Current Firm

JEFFREY R. JACOBS, CPA

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JEFFREY R. JACOBS, CPA

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