Jeffrey Jacobe

Jeffrey M. Jacobe is a Houston-based investment professional and CFA charterholder. He earned an undergraduate degree from The University of Texas at Austin in 1994 and an MBA from Harvard Business School in 1999. His career has spanned sell-side/advisory finance and buy-side investment management, with earlier associations that include Simmons & Company International, First Reserve Management, and Wasserstein Perella-lineage roles, reflecting Houston's strong energy-finance ecosystem.

He is most notably associated with Fayez Sarofim & Co., the ~\$30 billion Houston equity manager known for its long-term, "buy quality and hold forever" large-cap growth philosophy. Industry profiles describe Jacobe there as a Director of Investments and Senior Vice President, responsible for organizing and overseeing the firm's research effort. Some directory data dates his Sarofim affiliation to the early-to-mid 2000s and again around 2010; he is not listed on the firm's current leadership/team roster, consistent with his later moves.

More recent regulatory and professional records show Jacobe at Avalon Investment & Advisory in Houston (approximately October 2018 to December 2021, in a Managing Director-level capacity), and since December 2021 as an Executive Director and Banker at J.P. Morgan Private Bank / J.P. Morgan Securities LLC in Houston. He has passed the Series 65 and Series 63 exams and is registered to provide investment advice in Texas (FINRA CRD #2523382). In his current role he advises high-net-worth private-banking clients rather than making venture investments.

• Verified focus is public-market and private-wealth investing, not venture/seed. At Fayez Sarofim & Co. his work centered on fundamental equity research within the firm's signature long-term, low-turnover, quality-growth large-cap style ("buy quality stocks; hold them forever").
• Houston/energy market exposure runs through his career (Simmons & Company International, First Reserve, and Sarofim's historically significant energy-sector positioning).
• In his current J.P. Morgan Private Bank capacity, the "thesis" is client-side: portfolio construction, wealth planning, and investment advice for high-net-worth individuals and families.
• No publicly documented angel/seed thesis, check size, or founder-facing criteria exists for him — treat any such claim as unverified.