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Joshua Charles Jacobson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-15
FL RA APPROVED 2021-11-12
  • TX RA
    APPROVED
    Since 2022-08-15
  • FL RA
    APPROVED
    Since 2021-11-12

Branch Locations

50 N Laura St, Jacksonville, FL 32202 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated St. Augustine FL 06/2021 Present
Yuro & Associates Ponte Vedra FL 05/2018 06/2021
Publix St. Johns FL 08/2014 07/2018
Bank Of America Jacksonville FL 06/2019 08/2019
Bank Of America Jacksonville FL 06/2020 08/2020
  • 06/2021 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    St. Augustine, FL
  • 05/2018 → 06/2021
    Yuro & Associates
    Ponte Vedra, FL
  • 08/2014 → 07/2018
    Publix
    St. Johns, FL
  • 06/2019 → 08/2019
    Bank Of America
    Jacksonville, FL
  • 06/2020 → 08/2020
    Bank Of America
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-08
  • S66 Uniform Combined State Law Examination
    2021-11-08
Other Names
  • Joshua Jacobson
  • Josh Jacobson

View on SEC IAPD

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Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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