Jacob Tweet

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

• 06/2015 → 07/2025
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2015 → 07/2025
  Northwestern Mutual Investment Services Llc
  Saint Louis, MO
• 12/2022 → 04/2023
  John Short
  Chesterfield, MO
• 10/2019 → 12/2022
  Team Three Group
  Chesterfield, MO
• 03/2017 → 08/2019
  Graybar
  Maryland Heights, MO
• 12/2016 → 02/2017
  Insight Global
  Clayton, MO
• 06/2015 → 09/2016
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2016 → 11/2016
  Unemployed
  St Charles, MO
• 09/2019 → 09/2019
  Unemployed
  Overland, MO
• 04/2023 → 07/2025
  Northwestern Mutual Investment Services Llc
  Chesterfield, MO
• 04/2023 → 06/2025
  John Short
  Chesterfield, MO
• 10/2015 → 09/2016
  Northwestern Mutual Investment Services Llc
  Saint Louis, MO
• 07/2024 → 07/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 09/2025 → Present
  Bank Of America, N.A.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-09-17
• S63 Uniform Securities Agent State Law Examination
  2023-09-22

Other Names

• Jake Tweet
• Jacob Brion Tweet
• Jake Tweet
• Jacob B Tweet