Leif Tom Jacobsen

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2007-02-09
CA	RA	APPROVED	2004-07-12

TX RA
APPROVED_RES

Since 2007-02-09
CA RA
APPROVED

Since 2004-07-12

Branch Locations

3 Better World Cir, Temecula, CA 92590 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Temecula	CA	02/2004	Present
Bank Of America,N.A.	Temecula	CA	06/2011	Present

02/2004 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Temecula, CA
06/2011 → Present

Bank Of America,N.A.

Temecula, CA

Other Businesses

I*2155268, Entity Type: , Name of OBA: H J, H J Trust, Address: San Diego, California, 92128, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 13-Jan-2025, No Hours: 5 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2174295, Entity Type: , Name of OBA: MLPF& S CUST FPO H J IRA FBO H J, Address: San Diego, California, 92128, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 22-Jan-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-07-09

S66 Uniform Combined State Law Examination

2004-07-09

Other Names

Leif T Jacobsen

View on SEC IAPD