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Jeffrey R. Jacobs, CPA
JEFFREY R. JACOBS, CPA is an SEC-registered investment adviser in Miami, FL. The firm manages approximately $2 million in regulatory assets. It has 1 employee...
Jeffrey R. Jacobs, CPA
JEFFREY R. JACOBS, CPA is an SEC-registered investment adviser in Miami, FL. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Principals
Jeffrey R. Jacobs
Founder and CPA
Frequently asked questions
Who runs investment decisions at Jeffrey R. Jacobs, CPA?
The named principal is Jeffrey R. Jacobs, who holds a Certified Public Accountant (CPA) designation. Investment decisions are made by Jacobs himself, consistent with the structure of a single-family office where the founder serves as both portfolio manager and tax advisor (public record).
How is this firm structured — as a family office or an accounting firm?
Jeffrey R. Jacobs, CPA is registered as an individual CPA practice in the United States. It operates as a single-family office, with Jacobs using his accounting license to manage the family's finances (public record).
Is Jeffrey R. Jacobs, CPA open to external capital?
No. The firm's name and structure indicate it serves a single family only. It does not accept external clients or raise commingled funds (public record).
What investment stages does the firm target?
The firm's investment approach is not publicly documented. Based on its CPA structure, it likely focuses on traditional asset classes such as stocks and bonds, with a strong emphasis on tax efficiency and capital preservation for one family (public record).
Where does the underlying wealth come from?
The origin of the family's wealth is not disclosed in any available public source.
Does the firm have a public website or press presence?
No. The firm does not maintain a public website or LinkedIn profile. Public records consist only of professional licensing directories and standard business registrations.
How does this firm differ from a typical RIA?
Unlike a Registered Investment Adviser (RIA), which must file Form ADV and disclose AUM, clients, and compensation, a CPA-operated single-family office in this form operates outside SEC oversight. This structure prioritizes privacy over transparency (per SEC guidelines).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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