Jerome Jacobs Email & Phone Number

As a certified public accountant, Jerry has worked as a financial, tax and business consultant for over 35 years. With his blend of experience and professional skills, Jerry is uniquely positioned to develop comprehensive, tax-optimized financial plans that help his clients build and preserve income and family wealth.Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC.(www.sipc.org) Investment advisory services offered through Avantax Advisory Services℠ All otherinvestment and financial planning services are offered through BFJ Wealth Management, LLC. BFJWealth Management, LLC is not affiliated with Avantax Investment Services. Insurance servicesoffered through an Avantax affiliated insurance agencyPlease visit www.avantaxwealthmanagement.com/social_policy for more information.I will not ask or request for personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy.I will not accept trading instructions through this site.As an investment adviser representative with a Registered Investment Adviser registered with the Securities and Exchange Commission, I am prohibited from using testimonials in my advertising. I appreciate those who wish to be supportive of me and our firm. However, since a recommendation or endorsement received through LinkedIn could qualify as a testimonial, our policy is to hide and recommendation or endorsement we receive pertaining to my financial services/financial planning business. Thank you for your consideration

Listed skills include Cpa, Cfp, and Pfs.