Jeff is a CPA with more than 25 years of professional experience in the tax and financial services industries, advising high-net-worth clients on a variety of financial planning, investment and tax-related issues.
He is also a Managing Director with Composition Wealth, providing investment advice to his business management clients. Prior to founding Goodfriend & Jacobs, Jeff was the principal owner and founder of Jacobs Management Group Inc. and previously served as tax manager at International Business Management, Inc. Both firms served 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, a member of the California Society of CPAs, and holds the FINRA Series 65 and 3 securities licenses.
When not working, Jeff enjoys spending time with his wife and two children, swimming, reading, writing, playing music and attending the occasional music festival.