Jake Jacobs

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.

Education and Certifications

  • Bachelor’s Degree in Economics, Wharton School of Finance and Commerce from University of Pennsylvania
  • Master’s Degree in Business Administration, Major in Finance with Distinction, from Northwestern University Graduate School of Management

Professional and Civic Affiliations

  • American Institute of Certified Public Accountants, Member
  • California Society of Certified Public Accountants, Member
  • 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
  • California Oncology Research Institute, Chairman of the Board

With over 30 years of experience, Jake has a passion for solving the problems that are most important to his clients. Clients frequently comment on his ability to bring clarity and common sense to even the most complex issues.

Connect With Jake

Jonathan L. “Jake” Jacobs, CPA
Senior Partner


Practice Areas

  • Public Companies
  • Closely Held Companies
  • Non-Profit Organizations

Practice Specialty

  • SEC Practice
  • Mergers & Acquisitions Practice
  • Non-Profit Practice
  • Business Advisory Practice

Service Specialty

  • Public Company Audits and Financial Reporting
  • Closely Held Company Audit and Financial Reporting
  • M&A - Buyer and Seller - Due Diligence and Transactional
  • Non-Profit Organizations Audit and Financial Reporting
  • Business Planning and Advisory
  • Financing Strategies

Industry Experience

  • Non-Profit Organizations
  • Public Companies
  • Manufacturing
  • Retail and Distribution
  • Healthcare
  • Entertainment