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 was conferred a license in Life & Health Insurance by the PA Department of Insurance in 2025. He has passed his FINRA SIE, Series 7, and 63 exams.
At ITFP, Jacob provides ITFP’s clients with investment management research and analysis, and acts as a liaison with financial institutions to gather information. In addition, Jacob assists with insurance applications, as well as with client follow up and interaction.
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 has been with ITFP since June 2024.
Securities offered through Cetera Wealth Services LLC, Member FINRA, SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
