Jeff Jerdin, Cpa
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Jeff Jerdin, Cpa Email & Phone Number

Managing Director - Fallbrook Financial Services Company at Fallbrook Financial Services Company
Location: Los Angeles Metropolitan Area, United States, United States 9 work roles 1 school
1 work email found @fallbrookcapital.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@fallbrookcapital.com
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Role
Managing Director - Fallbrook Financial Services Company
Location
Los Angeles Metropolitan Area, United States, United States
Company size

Who is Jeff Jerdin, Cpa? Overview

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Quick answer

Jeff Jerdin, Cpa is listed as Managing Director - Fallbrook Financial Services Company at Fallbrook Financial Services Company, a company with 6 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at fallbrookcapital.com and a matched LinkedIn profile for Jeff Jerdin, Cpa.

Jeff Jerdin, Cpa previously worked as Managing Director at Fallbrook Financial Services Company and Jeffrey E. Jerdin, CPA at Self-Employed. Jeff Jerdin, Cpa holds Bachelor Of Science (Bs), Business Administration, Accountancy from California State University, Fresno.

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Email format at Fallbrook Financial Services Company

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*@fallbrookcapital.com
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AeroLeads found 1 current-domain work email signal for Jeff Jerdin, Cpa. Compare company email patterns before reaching out.

Profile bio

About Jeff Jerdin, Cpa

Provide state and local tax support to our VP of tax. Previously spent 15 years in leadership roles in Big 4 firms.

Listed skills include Cpa, Tax Credits, Incentives, State Tax, and 6 others.

Current workplace

Jeff Jerdin, Cpa's current company

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Fallbrook Financial Services Company
Fallbrook Financial Services Company
Managing Director - Fallbrook Financial Services Company
west hills, california, united states
Employees
6
AeroLeads page
9 roles · 29 years

Jeff Jerdin, Cpa work experience

A career timeline built from the work history available for this profile.

Managing Director

Current

Calabasas, California, United States

  • I specialize in monetizing and financing state and federal tax credits. The United States government and numerous states have created subsidy programs as an incentive for individuals and companies to invest in areas in.
  • Renewable Energy Tax Credits including Solar and Wind
  • Low Income Housing Tax Credits
  • Historic Tax Credits
  • Film Production Tax Credits
  • Brownfields Tax Credits
Aug 2017 - Present

Jeffrey E. Jerdin, Cpa

Current
Self-Employed

Los Angeles Metropolitan Area

I provide consultation on federal and state tax credits.

Jul 2001 - Present

Senior Manager State And Local Tax

Greater Los Angeles Area

Identify, negotiate, capture, audit, buy/sell and defend federal, state and local tax credits & incentives including for example the following tax credits:* Film & TV production* Historic Preservation * Low-income housing tax credits* Brownfields* Renewable energy* California Competes Tax Credit* Investment tax credits* Jobs and hiring credits (WOTC and.

Oct 2016 - Aug 2017

Vice President

Los Angeles, CA

The OIX is a platform that facilitates the purchase and sale of state transferable tax credits.

Mar 2015 - Sep 2016

Director

Glendale, CA

CTI specializes in providing cost savings opportunities to businesses. Such opportunities include our three core areas of focus: (1) Employment Based Incentives; (2) Research & Development Credits; and (3) Cost Segregation. The benefits available to your business can be substantial. These benefits are often tax credits that reduce your business income or.

Mar 2011 - Mar 2015

Tax Director / Credits & Incentives Practice Leader - So Cal / Phoenix Market

Los Angeles, CA

Served as the Southern California Market, Credits & Incentives Leader for PwC’s State and Local Tax Practice. My efforts resulted in tens-of-millions of dollars of tax and financial savings through capturing federal, state, and local incentives, mainly for Fortune 500 companies.

Dec 2007 - Mar 2011

Associate Director

Pasadena, CA

I began with CCG as a Business Development Manager until I was promoted to Associate Director. As BDM, I produced several million dollars of sales in my first two years. As Associate Director I was responsible for providing services to 200 corporate clients and I oversaw a team of more than 50 employees.

Mar 2004 - Dec 2007

Tax Manager

San Francisco, CA

Provided income/franchise and credits & incentives consulting services to Fortune 500 companies.

Jun 2001 - Jun 2003

Senior Tax Consultant

Walnut Creek, CA

Consulted with Fortune 500 companies and audited startups during the dot-com boom. I was in the state and local tax (SALT) practice where I attained broad SALT experience, completing projects in income/franchise, sales/use, payroll, unclaimed property and property taxes.

1997 - 2001 ~4 yrs
Team & coworkers

Colleagues at Fallbrook Financial Services Company

Other employees you can reach at fallbrookcapital.com. View company contacts for 6 employees →

1 education record

Jeff Jerdin, Cpa education

FAQ

Frequently asked questions about Jeff Jerdin, Cpa

Quick answers generated from the profile data available on this page.

What company does Jeff Jerdin, Cpa work for?

Jeff Jerdin, Cpa works for Fallbrook Financial Services Company.

What is Jeff Jerdin, Cpa's role at Fallbrook Financial Services Company?

Jeff Jerdin, Cpa is listed as Managing Director - Fallbrook Financial Services Company at Fallbrook Financial Services Company.

What is Jeff Jerdin, Cpa's email address?

AeroLeads has found 1 work email signal at @fallbrookcapital.com for Jeff Jerdin, Cpa at Fallbrook Financial Services Company.

Where is Jeff Jerdin, Cpa based?

Jeff Jerdin, Cpa is based in Los Angeles Metropolitan Area, United States, United States while working with Fallbrook Financial Services Company.

What companies has Jeff Jerdin, Cpa worked for?

Jeff Jerdin, Cpa has worked for Fallbrook Financial Services Company, Self-Employed, Moss Adams Llp, The Online Incentives Exchange (Oix), and Corporate Tax Incentives, Llc.

Who are Jeff Jerdin, Cpa's colleagues at Fallbrook Financial Services Company?

Jeff Jerdin, Cpa's colleagues at Fallbrook Financial Services Company include Sam Sheftell, Alexis Kyle Mariñas, Wendy Ellen, Christopher Renda, and Justin Gordon.

How can I contact Jeff Jerdin, Cpa?

You can use AeroLeads to view verified contact signals for Jeff Jerdin, Cpa at Fallbrook Financial Services Company, including work email, phone, and LinkedIn data when available.

What schools did Jeff Jerdin, Cpa attend?

Jeff Jerdin, Cpa holds Bachelor Of Science (Bs), Business Administration, Accountancy from California State University, Fresno.

What skills is Jeff Jerdin, Cpa known for?

Jeff Jerdin, Cpa is listed with skills including Cpa, Tax Credits, Incentives, State Tax, Tax, Corporate Tax, Finance, and Workforce Development.

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