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Jason Jacobs

Partner, CPA
212 378 9884

With more than 17 years of experience in public accounting, Jason is a partner in the firm’s financial services practice group. As one of the firm’s leading financial services specialists, he concentrates on serving the property and casualty and life insurance and reinsurance sectors, as well financial services companies including depository and lending institutions. His client base has included many publicly traded, privately held and mutual U.S. domestic and internationally active financial services companies.


  • Partner-in-charge of numerous audits of statutory and U.S. GAAP financial statements, public and privately held U.S. domestic and multinational financial services companies
  • 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
  • Assists in performing due diligence services for mergers and acquisitions and other capital transactions
  • Presents on a variety of financial services industry topics with various local and national industry trade associations
  • Licensed CPA in Pennsylvania and New York


  • American Institute of Certified Public Accountants (AICPA)
  • Insurance Accounting and Systems Association (IASA)
  • Insurance Federation of New York (IFNY) – Board of Directors
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Society of Insurance Financial Members
  • NAIC/AICPA Working Group – Member

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
Bachelor of Science in accounting

Continuing Education

  • AICPA Depository and Lending Institutions Conference
  • New Jersey Bankers Association
  • 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
  • Blue Cross Blue Shield Association, speaker
  • Pennsylvania Insurance Department Continuing Professional Education October Session, speaker
  • Society of Insurance Financial Managers
  • Accounting and Auditing Updates (internal)