Jeff has over 25 years of professional experience in the financial services industry advising high net worth clients on a variety of financial planning, investment, and tax related issues. He is also a CPA and principal with Goodfriend & Jacobs, a boutique business management CPA firm in Santa Monica. Jeff is a senior advisor with Miracle Mile and provides investment advice to his business management clients through the firm.
Prior to founding Goodfriend & Jacobs, Jeff was the principal owner and founder of Jacobs Management Group, Inc. and prior to that the tax manager at International Business Management, Inc., both companies servicing the financial, tax, and investment needs of high net-worth clients in the entertainment industry.
Jeff earned his Bachelor’s degree in Accounting from Case Western Reserve University in Cleveland, Ohio. He is a Certified Public Accountant and member of the California Society of CPA’s and holds the Financial Industry Regulatory Authority (FINRA) Series 65 and 3 securities licenses.