Jerome O. Jacobs,  CFP<sup>&reg;</sup> - Financial Advisor

Jerome O. Jacobs, CFP®

CPA/PFS

Partner

BFJ Financial Group

10500 Little Patuxent Parkway Ste 710
Columbia, MD 21044
471-3322
(410) 825-3322

General

Jerome Jacobs is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at BFJ Financial Group in Columbia, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Retirement, Succession Planning, Personal Taxes, Women's Finances

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