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Jacob M. Leon, CPA/PFS CFP®

About The Firm

 

The Firm

 

Jacob M. Leon, CPA/PFS CFP® is a Houston-based financial services firm offering investment services. 

 

The Team Approach

We understand the dynamics of building a successful business and managing your money. Making the extra effort to fully understand your business and investment needs, we work with your attorney, banker and other advisors to become a key part of your investment advisory team.

A Flexible Resource

Jacob M. Leon, CPA/PFS CFP® has the flexibility and resources to respond to all of your financial needs. Our mission is to work with you to help you achieve your financial goals.  Jacob M. Leon, CPA/PFS CFP® can offer you many different services.  See our Investment Services and Tax and Estate Planning pages for more details on our services.

The Personal Touch

What could be more personal than your own finances? Unlike other firms, you will be working with lead members of our team. At Jacob M. Leon, CPA/PFS CFP® we have assembled a professional caring team that strongly believes in this personal approach. Highly motivated and knowledgeable, we will take a common sense approach. Together we can help meet your financial and business goals.

The Experience

The members of our firm possess a diversity of backgrounds and business experiences. In addition, the members have been practicing in other financial arenas, including public accounting for almost 40 years. 

Our Clientele

Our clients represent a wide range of business and investment needs. Let us assist you as well.

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Jacob M. Leon Bio

713-333-7477 phone                713-589-3160 fax

 

Securities and Investment Advisory Services offered through NFP Securities, Inc., Member FINRA/SIPC.
 NFP Securities, Inc. is not affiliated with Jacob M Leon CPA/PFS, CFP®.  NFP Securities, Inc. does not provide legal or tax advice and is not a Certified Public Accounting firm.

This site is published for residents of the United States only.  Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed,  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.