Melanie Jacobs

$2.20T regulatory AUM 83 advisory clients

Reported services (Item 5G)

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

1307 Point Street, Baltimore, MD 21231 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2020-10-19
MD	RA	APPROVED	2019-01-23

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	05/2015	04/2017
Bank Of America, N.A.	Chandler	AZ	05/2015	04/2017
Morgan Stanley & Co Llc	Baltimore	MD	05/2017	01/2019
T Rowe Price	Owings Mills	MD	01/2019	07/2026
T Rowe Price	Owings Mills	MD	07/2026	Present

05/2015 → 04/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
05/2015 → 04/2017

Bank Of America, N.A.

Chandler, AZ
05/2017 → 01/2019

Morgan Stanley & Co Llc

Baltimore, MD
01/2019 → 07/2026

T Rowe Price

Owings Mills, MD
07/2026 → Present

T Rowe Price

Owings Mills, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-07-29