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This profile was last updated on 6/13/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Steven C. Jacobs

Wrong Steven C. Jacobs?

Chief Financial Officer

Phone: (561) ***-****  HQ Phone
Local Address: West Palm Beach, Florida, United States
595 South Federal Highway Ste 500
Boca Raton , Florida 33432
United States

Company Description: Summit Financial Services Group, Inc. (Summit) is a financial services holding company that provides, through its Summit Brokerage Services, Inc. (Summit Brokerage...   more

Employment History

Board Memberships and Affiliations


  • bachelor's degree , Accounting
    University of Florida
  • Bachelors , Accounting
    University of Florida
25 Total References
Web References
..., 13 June 2014 [cached]
0001292866 Jacobs Steven C 595 SOUTH FEDERAL HIGHWAY, SUITE 500 BOCA RATON FL 33432 0 1 0 0 Chief Financial Officer
Steven C. ..., 18 Mar 2014 [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.
Senior Management Team | independent broker dealer | Summit Brokerage, 7 Aug 2014 [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.
..., 2 June 2014 [cached]
0001292866 Jacobs Steven C 595 SOUTH FEDERAL HIGHWAY, SUITE 500 BOCA RATON FL 33432 1 1 0 0 Chief Financial Officer
..., 3 Jan 2014 [cached]
0001292866 Jacobs Steven C 595 SOUTH FEDERAL HIGHWAY SUITE 500 BOCA RATON FL 33432 1 1 0 0 Chief Financial Officer
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