About Us

Jacobs Equity was founded by  Jeff Jacobs and Dr. Robert Jacobs. Jeff and Robert have worked for over a decade developing a practical implementation of best practice financial models and using portfolio simulations to analyze and optimize client portfolios.

Both Jeff and Robert were awarded full national fellowship to pursue graduate research in engineering at Stanford University, where they received a deep background in various disciplines that would later prove critical to their success as investors:

  • Analysis and modeling of complex multivariable systems
  • Numerical and statistical methods
  • Ability to understand and apply academic research while paying attention to its underlying assumptions and limitations when applied to real world problems

 

Jeff and Robert have over two decades combined investing experience. They employ the same strategies in their own personal investing that they use for Jacobs Equity clients.

 

 

Jeff Jacobs is a Registered Investment Adviser (RIA) representative, attorney, and engineer.  He has designed satellites in collaboration with NASA, and used his computational modeling background to design and build an award-winning unmanned aerial vehicle (UAV).  He holds two advanced degrees from Stanford University. He is a member of the California and Utah bars.  His career has included stints as a rocket scientist and patent lawyer.  Prior to starting Jacobs Equity he was a corporate tax lawyer helping businesses and individuals understand and reduce their federal, state, and local tax liabilities.

 

 

Jeff Jacobs — Prior Professional Background

  • Attorney, Pillsbury Winthrop Shaw Pittman specializing in Corporate Tax and Estate Planning
  • Attorney, Fish & Neave (now Ropes & Gray) specializing in Intellectual Property

 

Jeff Jacobs — Education

  • Stanford Law School – J.D., 2005
  • Stanford University – M.S. Mechanical Engineering, 2002
  • Utah State University – B.S. Mechanical and Aerospace Engineering, 2000
  • License: FINRA Series 65 (Investment Adviser Law Examination)

 

 

Dr. Robert Jacobs is a Registered Investment Adviser (RIA) representative. He holds a Ph.D. in Mechanical Engineering from Stanford University where he modeled, analyzed, and simulated complex dynamic fluid systems using the world’s fastest supercomputer. He has designed and built rockets and satellites and performed basic research in collaboration with NASA, authoring articles for prominent international journals in the process. More recently he has developed and implemented business software for customers in biotechnology, communications, education, energy, financial services, government, healthcare, insurance, manufacturing, software, and transportation.

 

 

Robert Jacobs — Recent Professional Background

  • Vice President, software consulting and support for Fortune 50 and smaller companies in investment management, financial services, and other industries.

 

Robert Jacobs — Education

  • Stanford University – Ph.D. Mechanical Engineering, Flow Physics and Computation, 1999
  • Utah State University – B.S., M.S. Mechanical and Aerospace Engineering, 1994-95
  • License: FINRA Series 65 (Investment Adviser Law Examination)