Jeffrey Jacobs is a PFS-designated registered investment advisor at Jeffrey R. Jacobs, CPA, based in Miami, FL, with 27 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$2.1M
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Location
12944 SW 133 Court, Miami, FL, 33186-5806
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Jeffrey R. Jacobs, CPA
January 1999 - Present · 27 yrs 4 mos
State Registrations1 state
FL
Advisor
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Exams
No exam information available for this advisor.