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Jacob Rocchi

Eaton Vance Management

Boston, MA

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Current Employers
Eaton Vance Management

One Post Office Square, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-02-20
  • MA RA
    APPROVED
    Since 2018-02-20

Branch Locations

One Post Office Square, Boston, MA 02109 • 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
New York Life Insurance Company Vienna VA 05/2011 01/2018
Nylife Securities Llc Vienna VA 06/2011 01/2018
Mahoney Financial Organization, Llc Washington DC 05/2015 01/2017
Eagle Strategies Llc Windsor CT 03/2017 01/2018
Eaton Vance Management Boston MA 02/2018 Present
Eaton Vance Distributors, Inc. Boston MA 02/2018 Present
  • 05/2011 → 01/2018
    New York Life Insurance Company
    Vienna, VA
  • 06/2011 → 01/2018
    Nylife Securities Llc
    Vienna, VA
  • 05/2015 → 01/2017
    Mahoney Financial Organization, Llc
    Washington, DC
  • 03/2017 → 01/2018
    Eagle Strategies Llc
    Windsor, CT
  • 02/2018 → Present
    Eaton Vance Management
    Boston, MA
  • 02/2018 → Present
    Eaton Vance Distributors, Inc.
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-02
S63 Uniform Securities Agent State Law Examination 2012-07-26
  • S65 Uniform Investment Adviser Law Examination
    2017-03-02
  • S63 Uniform Securities Agent State Law Examination
    2012-07-26
Other Names
  • Jacob Anthony Rocchi

View on SEC IAPD

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COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
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