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Jeffrey R Jacobs

Jeffrey R. Jacobs, Cpa

Miami, FL

CRD 3114522

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Employer firm

Jeffrey R. Jacobs, Cpa CRD 141614

$2.13M regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Jeffrey R. Jacobs, Cpa

12944 Sw 133 Court, Miami, FL 33186-5806 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-24
  • FL RA
    APPROVED
    Since 2025-10-24

Branch Locations

12944 Sw 133 Court, Miami, FL 33186-5806 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jeffrey R. Jacobs, Cpa Miami FL 01/1991 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-10
  • S65 Uniform Investment Adviser Law Examination
    1998-08-10
Designations
  • Personal Financial Specialist

View on SEC IAPD

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