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2017-03-15T00:00:00.000Z

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Mr. Steven C. Jacobs

Chief Financial Officer

Summit Brokerage Services Inc

Direct Phone: (561) ***-****       

Email: s***@***.com

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Summit Brokerage Services Inc

Summit Brokerage Services, Inc. 980 N Federal Hwy. Suite 310

Boca Raton, Florida 33432

United States

Company Description

Summit Brokerage Services, Inc. is a Boca Raton, Florida-based financial services company that provides a broad range of securities brokerage and investment services to primarily individual investors. Summit Brokerage also sells insurance products, predom ... more

Find other employees at this company (445)

Background Information

Employment History

Executive Vice President and Chief Financial Officer

SUMMIT FINANCIAL SERVICES GROUP INC

Executive Vice President

Summit Financial Services LLC

Chief Financial Officer

DDCworks

Affiliations

Member
American Institute of Certified Public Accountants Inc

Member
Florida Institute of Public Accountants

Education

bachelor's degree

Accounting

University of Florida

Web References (25 Total References)


Senior Management Team | independent broker dealer | Summit Brokerage

summitbrokerage.com [cached]

Steven C. Jacobs Executive Vice President, Chief Financial Officer

Steve has been a member of Summit's Board of Directors since 2002, and has served as Executive Vice President and Chief Financial Officer since 2003. Steve has over 20 years of operational and investment banking experience in the financial services industry. He is a member of both the American Institute of Certified Public Accountants and the Florida Institute of Public Accountants. Steve earned his bachelor's degree in Accounting from the University of Florida in 1982.


Steve ...

www.summitbrokerage.com [cached]

Steve Jacobs Summit Brokerage Services, Inc. (800) 257-6082


Senior Management Team | independent broker dealer | Summit Brokerage

www.summitbrokerage.com [cached]

Steven C. Jacobs Executive Vice President, Chief Financial Officer, Director

Steve has been a member of Summit's Board of Directors since 2002, and has served as Executive Vice President and Chief Financial Officer since 2003. Steve has over 20 years of operational and investment banking experience in the financial services industry. He is a member of both the American Institute of Certified Public Accountants and the Florida Institute of Public Accountants. Steve earned his bachelor's degree in Accounting from the University of Florida in 1982.


Steven C. ...

www.sec.gov [cached]

Steven C. Jacobs

...
Steven C. Jacobs, Executive Vice President, Chief Financial Officer, Secretary, and a Director. Mr. Jacobs has been a director of the Company since February 26, 2004 and a director of Summit Brokerage since May 22, 2002. He became our Executive Vice President in February 2003, and assumed the additional duties of our Chief Financial Officer and Secretary in May 2003. Prior to joining Summit Brokerage, Mr. Jacobs served, between October 2000 and January 2003, as the Managing Partner of Tucker Ridge Financial Partners, LLC, a private investment banking and financial advisory firm serving emerging growth and middle market companies. For the ten-year period prior to founding Tucker Ridge in October 2000, Mr. Jacobs held several senior executive investment banking positions, including having served, between January 2000 and September 2000, as Managing Director for Union Atlantic, LLC and prior thereto, between March 1998 and December 1999, as Managing Director of Pinnacle Partners, LLC, a private investment banking and financial advisory firm that was acquired by Union Atlantic in December 1999.
...
Immediately following his graduation from the University of Florida in 1982 with a Bachelors in Accounting, Mr. Jacobs held audit, tax and consulting positions with Deloitte & Touche, and subsequent thereto served as Manager of Tax and Special Projects for Microtel, Inc. Mr. Jacobs also served as Chief Financial Officer for Corporate Securities Group, Inc., an NASD member broker-dealer. Mr. Jacobs has extensive experience in the securities industry, including related to accounting and finance, operations, corporate finance and strategic planning.


Steven C. Jacobs, Executive ...

www.sec.gov [cached]

Steven C. Jacobs, Executive Vice President, Chief Financial Officer, Secretary and a Director (age 51) . Mr. Jacobs has been a director of the Company since February 26, 2004, and a director of Summit Brokerage since May 22, 2002. He became our Executive Vice President in February 2003, and assumed the additional duties of our Chief Financial Officer and Secretary in May 2003. He is also a director of and holds the same offices with Summit Brokerage. Prior to joining Summit Brokerage, Mr. Jacobs served, between October 2000 and January 2003, as the Managing Partner of Tucker Ridge Financial Partners, LLC, a private investment banking and financial advisory firm serving emerging growth and middle market companies. For the ten year period prior to founding Tucker Ridge in October 2000, Mr. Jacobs held several senior executive investment banking positions, including having served, between January 2000 and September 2000, as Managing Director for Union Atlantic, LLC and prior thereto, between March 1998 and December 1999, as Managing Director of Pinnacle Partners, LLC, a private investment banking and financial advisory firm that was acquired by Union Atlantic in December 1999.

...
Immediately following his graduation from the University of Florida in 1982 with a BS in Accounting, Mr. Jacobs held audit, tax and consulting positions with Deloitte & Touche, and subsequent thereto served as Manager of Tax and Special Projects for Microtel, Inc. Mr. Jacobs also served as Chief Financial Officer for Corporate Securities Group, Inc., a FINRA (f/k/a NASD) member broker/dealer. Mr. Jacobs has extensive experience in the securities industry, including related to accounting and finance, operations, corporate finance and strategic planning.

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