Jacob P. Roberts is a graduate of Abington Senior High (2020) and Pennsylvania College of Technology (2024) with a Bachelor of Science Degree in Accounting.
Jacob has obtained his SIE, Series 6, and 63 certifications.
At ITFP, Jacob assists the Certified Public Accountants with general accounting and bookkeeping for individuals and small business owners. He is responsible for preparing business and individual tax returns under the guidance of the CPAs, responding to inquiries from the IRS, utilizing tax software to process returns, and performing accounting services such as account analysis, adjusting journal entries and bank reconciliations.
Jacob also provides support to the Financial Planners with investment management research and analysis, and he acts as a liaison with Financial Institutions to gather information. In addition, Jacob is involved with client follow up and interaction. Jacob is responsible for various special projects as needed.
Jacob joined ITFP in June 2024.
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.
