$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-05-1999
- Office Locations
- 1
Office Locations
12944 SW 133 Court Miami FL
About Jeffrey R. Jacobs, CPA
JEFFREY R. JACOBS, CPA is a Miami-based, CPA-led practice providing financial planning alongside accounting and tax support for individuals and families. Advisory portfolios are primarily ETF-based, with custody through Fidelity/NFS. The firm also offers a secure online document upload portal for clients.
Team overview
-- AVG AGE
$2.1M AVG AUM / ADVISOR
$142.0K AVG AUM / CLIENT
27.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
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Services
Pioneer
Owner & Executives
JEFFREY R JACOBS
Owner
- CRD
- #3114522
- Ownership
- 75% or more
(465) 281-5926
bridge.element@radialcapital.com
in linkedin.com/in/prime-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,129,964 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,129,964 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,129,964
Equity - Exchange:
66.1% Public Funds:
13.9% Cash:
20.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,400,379,452 | 66.1% |
| Public Funds | $1,135,631,988 | 13.9% |
| Cash | $1,634,002,860 | 20.0% |
| Total | $8,170,014,300 | 100.0% |