Jacob William Alexander

$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:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-01-23
NC	RA	APPROVED	2022-11-16

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Belmont	NC	07/2022	Present
Davidson College	Davidson	NC	08/2018	05/2022
Freedom Financial Solutions	Belmont	NC	06/2021	08/2021
Coldwell Banker Commercial Meca	Charlotte	NC	06/2020	08/2020
Clear-View, Inc	Belmont	NC	05/2019	07/2019
Belmont Specialty Foods	Belmont	NC	03/2018	08/2018
South Point High School	Belmont	NC	09/2015	05/2018
Davidson College	Davidson	NC	08/2021	04/2022
Bank Of America N.A.	Belmont	NC	10/2022	Present

07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Belmont, NC
08/2018 → 05/2022

Davidson College

Davidson, NC
06/2021 → 08/2021

Freedom Financial Solutions

Belmont, NC
06/2020 → 08/2020

Coldwell Banker Commercial Meca

Charlotte, NC
05/2019 → 07/2019

Clear-View, Inc

Belmont, NC
03/2018 → 08/2018

Belmont Specialty Foods

Belmont, NC
09/2015 → 05/2018

South Point High School

Belmont, NC
08/2021 → 04/2022

Davidson College

Davidson, NC
10/2022 → Present

Bank Of America N.A.

Belmont, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-11

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