Jacob Alan Anderson

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

• 11/2015 → 10/2017
  Morgan Stanley
  New York, NY
• 10/2017 → 08/2018
  Jpmorgan Securities, Llc.
  New York, NY
• 09/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2018 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2017-10-25 → 2018-08-21
  J.P. Morgan Securities Llc
  New York, NY
• 2013-09-17 → 2017-10-26
  Morgan Stanley
  New York, NY

Other Businesses

I*3267270 Entity Type: Fiduciary role Name of OBA: I. A. Estate Address: Maplewood, New Jersey, 07040 Investment Related: No Position, Title, Association: Executor Employee Start Date: 12/02/2025 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Executor /Siblings

Exams

• S66 Uniform Combined State Law Examination
  2013-09-16

Other Names

• Jacob Anderson