Who

Jonathan L. “Jake” Jacobs, C.P.A.
Senior Partner
jjacobs@rsjcpa.com

Jonathan L. “Jake” Jacobs has over 30 years of history in successfully helping clients identify and satisfy their business and financial needs. He has established a network of business relationships with various financial experts who provide solutions to issues confronting entrepreneurial companies and wealth families.

Previously Jake served as Partner-in-Charge of the Middle Market Practice and the Warner Center Office of KPMG Peat Marwick.

• Bachelor’s Degree in Economics, Wharton School of Finance and Commerce from University of Pennsylvania
• Master’s Degree in Business Administration, with distinction, with a Major in Finance, from Northwestern University Graduate School of Management
• American Institute of Certified Public Accountants
• California Society of Certified Public Accountants
• Price Center for Entrepreneurial Studies, The Anderson School at UCLA – Board of Advisors
• United Way Former Chairman of the San Fernando Valley Region and Member of the Corporate Board of Directors
• San Fernando Valley Boys and Girls Club Former Board Member

Why

• Over 30 years of experience
• Passion for solving problems important to clients
• Brings clarity and common sense to complex issues

What

Jake offers particular expertise in...

• Strategic Planning for Growth and Improved Cash Flow
• Financing Strategies
• Mergers and Acquisitions
• Succession Planning
• Financial Audits, Reviews and Compilations