Jerome O. Jacobs, CPA/PFS, CFP®

Jerome O. Jacobs, CPA/PFS, CFP®

Founder

Phone: 410.825.3322
Fax: 410.825.3325
E-mail:

Jerome O. Jacobs, CPA/PFS, CFP®


Jerry Jacobs has been a financial advisor for almost 20 years and tax advisor for more than 30 years. He is the founder of the financial planning firm, Jacobs Financial Management, LLC and the certified public accounting firm, Jerome O. Jacobs & Associates, PA. He specializes in tax and wealth management strategies for corporate executives, business owners, professionals and retirees.

Education and Professional Designations
• Certified Public Accountant (CPA), 1985
• Certified Financial Planner (CFP), 1990
• Personal Financial Specialist (PFS), 1996
• Master of Science in Management Engineering, Rensselaer Polytechnic Institute, 1974
• Bachelor of Science in Management Engineering, Rensselaer Polytechnic Institute, 1973
• Master of Tax Program, American University, 1983-1985


Professional Memberships and Licenses
• Series 6, 7 and 63 Securities Licenses
• Health/Life Insurance License (State of Maryland)
• Registered Investment Adviser through Jacobs Financial Management, LLC
• Registered Representative of 1st Global Capital Corp.
• International Board of Standards and Practices for Certified Financial Planners
• Financial Planning Association (FPA)
• American Institute of Certified Public Accountants (AICPA)
• Maryland Institute of Certified  Public Accountants (MACPA)


Professional Associations and Achievements
• 1st Global Eagle Award for top financial advisors nationally
• Training Leader for 1st Global financial advisors in the Mid-Atlantic region
• Past Chairman of the Personal Financial Planning Committee of the MACPA
• Member Baltimore County Chamber of Commerce
• Member Towson Chamber of Commerce