Travis R Jacobson

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:

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	2014-03-20
NJ	RA	APPROVED	2014-01-13

TX RA
APPROVED

Since 2014-03-20
NJ RA
APPROVED

Since 2014-01-13

Branch Locations

1100-1800 American Blvd Retirement & Personal Wealth Solutions, Pennington, NJ 08534 • 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	Pennington	NJ	12/2013	Present

12/2013 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Previous Registrations

2013-04-05 → 2013-11-22

New England Securities

Wall Township, NJ

Other Businesses

I*9579/ 504277 For profit or not for profit: rental property Name of outside business organization: T. J. Investment related: No Address of business: Asbury Park, New Jersey 7712 Position, title, association: Owner Start date of relationship: 3/2/2020 Number of hours devoted: 8 hrs mthly Number of hours devoted during trading hours: 0 Duties: Owner on rental

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-03-01
S63	Uniform Securities Agent State Law Examination	2012-06-06

S65 Uniform Investment Adviser Law Examination

2013-03-01
S63 Uniform Securities Agent State Law Examination

2012-06-06

Other Names

Travis Jacobson
Travis Ryan Jacobson

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