Steven C. Jacobs
Executive Vice President and Chief Financial Officer
Steve served as a member of the Board of Directors for both Summit Brokerage Services, Inc., and Summit Financial Services Group, Inc., from 2002 to 2014, and has served as executive vice president and chief financial officer since 2003.
Steve has more than 30 years of operational and investment banking experience in the financial services industry. Steve currently serves as a member of the Accounting and Finance Council of the Financial Services Institute, a leading advocacy group for independent financial services firms and their advisors. 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 holds the following Finra licenses: 7, 24, 27, 63, and 79
Outside of the office, Steve likes to spend time traveling with his wife of 33 years and his children. Steve also likes to add to his scotch and bourbon collection.