# Jeffrey R. Jacobs, CPA

> Jeffrey R. Jacobs, CPA is a state-registered investment advisory firm in Miami, FL, registered since 1999, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 141614
- Filed as: JEFFREY R. JACOBS, CPA
- Legal name: Jeffrey R. Jacobs
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141614
- AdvisorCensus page: https://advisorcensus.com/firm/jeffrey-r-jacobs-cpa-miami-fl-141614

## Quick answers

**How is Jeffrey R. Jacobs, CPA compensated?**
On its Form ADV (Item 5.E, October 2026), Jeffrey R. Jacobs, CPA reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Jeffrey R. Jacobs, CPA located?**
Jeffrey R. Jacobs, CPA's principal office is in Miami, FL, according to its Form ADV.

**Is Jeffrey R. Jacobs, CPA registered with the SEC or a state?**
Jeffrey R. Jacobs, CPA is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 141614.

**How much does Jeffrey R. Jacobs, CPA manage?**
Jeffrey R. Jacobs, CPA reports $2,129,964 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**Does Jeffrey R. Jacobs, CPA report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141614

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $2,129,964
- Discretionary: $2,129,964
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $2,129,964 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jrjacobs.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jeffrey R. Jacobs, CPA (CRD 141614): Form ADV filing data as of October 2026.