Jacob Blayne Barnhart

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → 09/2017
  Ameriprise Financial Services, Inc.
  Renton, WA
• 09/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
• 10/2017 → Present
  Bank Of America, N.A.
  Bellevue, WA

Other Businesses

I*8393 For profit or not for profit: Name of outside business organization: Jacob Barnhart Rental Property Investment related: Address of business: seattle, Washington 98126 Nature of business: , Position, title, association: , Start date of relationship: 6/17/2019 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2018-02-27
• S63 Uniform Securities Agent State Law Examination
  2010-08-03

Other Names

• Jacob B Barnhart
• Jacob Blayne Barnhart
• Jacob Barnhart