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Donald Joseph Jacobs

Fisher Investments

Plano, TX

Tampa, FL

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-24
TX RA APPROVED 2023-10-09
  • FL RA
    APPROVED
    Since 2023-10-24
  • TX RA
    APPROVED
    Since 2023-10-09

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Martin L King Jr Blvd Ste 600, Tampa, FL 33607 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 03/2020 10/2023
Unemployed Port Wahington NY 04/2008 02/2020
Bank Of America, N.A. Great Neck NY 04/2020 10/2023
Fisher Investments Tampa FL 10/2023 Present
Previous Registrations
  • 2021-01-05 → 2023-10-09
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Houston, TX
    Houston, TX
    Great Neck, NY
    New York, NY
    Garden City, NY
    Port Washington, NY
    Melville, NY
    Freeport, NY
    Ridgewood, NY
    Great Neck, NY
    Great Neck, NY
    Melville, NY
    Freeport, NY
    Hewlett, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-31
S63 Uniform Securities Agent State Law Examination 2005-07-22
  • S66 Uniform Combined State Law Examination
    2020-12-31
  • S63 Uniform Securities Agent State Law Examination
    2005-07-22
Other Names
  • Donald J. Jacobs
  • Donald J Jacobs
  • Donald Jacobs

View on SEC IAPD

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