Jacob B Delmauro

Employer firm

Harbor Capital Advisors, Inc. CRD 113042

$67.6B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• CUSTOM INDEX PROVIDER; CAPITAL MARKET ASSUMPTIONS; MODEL PORTFOLIOS

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

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

Current Employers

Employment History

• 08/2016 → 05/2018
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 05/2018
  Mml Investors Services, Llc
  Downers Grove, IL
• 06/2018 → 02/2019
  Inland Securities Corporation
  Oak Brook, IL
• 02/2019 → 06/2023
  First Trust Portfolios L.P.
  Wheaton, IL
• 02/2019 → 06/2023
  First Trust Advisors L.P.
  Wheaton, IL
• 06/2023 → Present
  Harbor Capital Advisors, Inc.
  Chicago, IL
• 06/2023 → Present
  Harbor Funds Distributors, Inc.
  Chicago, IL

Previous Registrations

• 2019-02-14 → 2023-07-10
  First Trust Advisors Lp
  Wheaton, IL
• 2017-03-25 → 2018-05-24
  Mml Investors Services, Llc
  Lisle, IL
• 2017-02-17 → 2017-03-25
  Msi Financial Services, Inc.
  Downers Grove, IL

Exams

• S66 Uniform Combined State Law Examination
  2017-01-17

Other Names

• Jacob Benjamin Delmauro