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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 2024-01-09
TN RA APPROVED 2023-10-23
  • TX RA
    APPROVED
    Since 2024-01-09
  • TN RA
    APPROVED
    Since 2023-10-23

Branch Locations

201 Franklin Rd, Brentwood, TN 37027 • 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 Nashville TN 07/2023 Present
12Th Man Sports Pub Charlotte NC 12/2022 07/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 06/2022 08/2022
Ally Bank Charlotte NC 06/2021 08/2021
Sonic Automotive Charlotte NC 06/2020 12/2020
Papa Docs Lake Wylie SC 06/2019 08/2019
N/A Charlotte NC 08/2016 06/2019
N/A Charlotte NC 08/2019 06/2020
N/A Charlotte NC 12/2020 06/2021
N/A Charlotte NC 08/2021 06/2022
N/A Charlotte NC 08/2022 12/2022
Davidson College Davidson NC 08/2019 05/2023
Bank Of America N.A. Nashville TN 08/2023 Present
  • 07/2023 → Present
    Nashville, TN
  • 12/2022 → 07/2023
    12Th Man Sports Pub
    Charlotte, NC
  • 06/2022 → 08/2022
    Nashville, TN
  • 06/2021 → 08/2021
    Ally Bank
    Charlotte, NC
  • 06/2020 → 12/2020
    Sonic Automotive
    Charlotte, NC
  • 06/2019 → 08/2019
    Papa Docs
    Lake Wylie, SC
  • 08/2016 → 06/2019
    N/A
    Charlotte, NC
  • 08/2019 → 06/2020
    N/A
    Charlotte, NC
  • 12/2020 → 06/2021
    N/A
    Charlotte, NC
  • 08/2021 → 06/2022
    N/A
    Charlotte, NC
  • 08/2022 → 12/2022
    N/A
    Charlotte, NC
  • 08/2019 → 05/2023
    Davidson College
    Davidson, NC
  • 08/2023 → Present
    Bank Of America N.A.
    Nashville, TN
Other Businesses

I*5094268 Entity Type: Name of OBA: Brentwood Blaze Address: Brentwood, Tennessee, 37027 Investment Related: No Position, Title, Association: Employee Start Date: 08/15/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0, Weekly Duties: Youth Football Assistant coach on 5th and 6th grade team. Be aid to the head coach and coach the defense. I*2088260 Entity Type: Not of Profit Name of OBA: Davidson College Address: Davidson, North Carolina, 28035 Investment Related: No Position, Title, Association: Officer Employee Start Date: 11/18/2024 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: We aim to connect alumni through networking, social events, and professional development, fostering lifelong bonds. Plan events, connect alumni, coordinate with the school

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-20
  • S66 Uniform Combined State Law Examination
    2023-10-20
Other Names
  • Jason Brian Jacobs
  • Brian Jacobs

View on SEC IAPD

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