Jacob Michael Nichols

$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
NJ	RA	APPROVED	2025-11-10
PA	RA	APPROVED	2024-10-31
TX	RA	APPROVED	2024-03-19

Branch Locations

2555-2595 W Chandler Blvd Global Human Resources- The Academy, Chandler, AZ 85224 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Baltimore	MD	10/2022	Present
Sap	Coopersburg	PA	01/2022	10/2022
Fairfield University	Fairfield	CT	09/2017	01/2022
Atrendia Aps	Barcelona		02/2020	05/2020
Na	Bethlehem	PA	02/1999	09/2017
Fairfield University	Fairfield	CT	09/2017	05/2021

10/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Baltimore, MD
01/2022 → 10/2022

Sap

Coopersburg, PA
09/2017 → 01/2022

Fairfield University

Fairfield, CT
02/2020 → 05/2020

Atrendia Aps

Barcelona
02/1999 → 09/2017

Na

Bethlehem, PA
09/2017 → 05/2021

Fairfield University

Fairfield, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-31