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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-05-1999
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 15 clients, or 15 clients per representative. That equates to $142.0K in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Services
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Owner & Executives
JEFFREY R JACOBS
Owner
- CRD
- #3114522
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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Unlock allAssets Under Management
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
SMA allocation detail is available
Jeffrey R. Jacobs, CPA has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.