Jonathan L. “Jake” Jacobs has over 30 years of experience in successfully helping clients identify and satisfy their business and financial needs. He specializes in providing a variety of compliance and consulting services for entrepreneurial ventures, publicly owned companies and high net worth families. He also leads the Firms Merger and Acquisition Practice.
Prior to joining Rose Snyder & Jacobs, Jake served as Partner-in-Charge of the West Coast Middle Market Practice for KPMG Peat Marwick.
Jake has a passion for solving the problems that are the most important and concerning to his clients, whether business or personal in nature. Clients frequently comment on his ability to bring clarity and common sense to even the most complex issues. Jake has also established a significant network of professionals with complimentary skills who assist in providing appropriate solutions.
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
Humantelligence Inc.—Chairman of the Board
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