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Jason Jacobs

Partner, CPA
212 378 9884

With more than seventeen years of experience in public accounting, Jason is a partner in the firm’s financial services practice. As one of the firm’s leading financial services industry specialists, he concentrates on serving the property and casualty and life insurance and reinsurance sectors as well as depository and lending institutions. His client base has included many publicly traded, privately held and mutual US domestic and internationally active financial services companies.


  • Partner-in-charge of numerous audits of statutory and US GAAP financial statements, public and privately held US domestic and multinational financial services entities
  • Experienced in all aspects of Securities and Exchange Commission (SEC) reporting and filings under both 1933 and 1934 Acts
  • Provides support for client communications with the SEC and initial public offerings
  • Provides guidance on accounting policies and procedures to improve the operation of the accounting function and strengthen internal controls
  • Presents on a variety of financial services industry topics with various local and national insurance industry trade associations
  • Licensed CPA in Pennsylvania and New York


  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Pennsylvania Association of Mutual Insurance Companiesī€ž Society of Insurance Financial Management
  • Insurance Accounting and Systems Association (IASA)
  • Member of the Board of Trustees of the Insurance Federation of New York

Thought Leadership

  • Past vice president and treasurer of the Landis Valley Associates
  • Member of finance and investment committees of the Episcopal Diocese of Central Pennsylvania, St. Thomas Parish


Bloomsburg University (Bloomsburg, Pennsylvania)
Bachelor of Science in accounting

Continuing Education

  • ASC 606 for insurance organizations: Who is affected and what are the impacts. (presenter)
  • NAIC Meeting Updates (author)
  • PICPA Insurance Conference
  • IASA National Conference
  • IASA Mid-Atlantic Conference, speaker
  • Mid-Atlantic Mutual Insurance Company Annual Conference
  • Pennsylvania Association of Mutual Insurance Companies Financial Management Seminar
  • Hot Topics in Insurance (internal), speaker
  • Pennsylvania Insurance Department Continuing Professional Education Session, speaker
  • Society of Information Financial Managers
  • Accounting and Auditing Updates (internal)