JEFFREY R. JACOBS, CPA

JEFFREY R. JACOBS, CPA of MIAMI, FL is an SEC-registered investment adviser (CRD 141614). Regulatory assets under management: $2.1M.

Registration

• CRD: 141614
• Type: Registered investment adviser
• Location: 12944 SW 133 COURT, MIAMI, FL, 33186-5806
• Phone: 305-255-0011
• Latest filing: 2026-03-31
• Regulatory AUM: $2.1M
• Discretionary AUM: $2.1M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141614 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search