E-mail : firstname.lastname@example.org
Jerry has worked as a financial, tax and business consultant for over 35 years. He has been a financial advisor since 1991 and founded Jacobs Financial Management in 1999 to specialize in tax and wealth management strategies for business owners, corporate executives, professionals and retirees. 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.
Master of Science in Management Engineering, Rensselaer Polytechnic Institute, 1974
Bachelor of Science in Management Engineering, Rensselaer Polytechnic Institute, 1973
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