Updated:

Jeffrey R. Jacobs, CPA

JEFFREY R. JACOBS, CPA is a state-registered investment adviser in Miami, FL. The firm manages approximately $2 million in regulatory assets.

Jeffrey R. Jacobs, CPA

JEFFREY R. JACOBS, CPA is a state-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

RIA

Location

Region

North America

Country

United States

Corporate office

United States

Principals

Jeffrey R. Jacobs

Founder and CPA

Frequently asked questions

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).

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.

Profile maintained by 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.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles