Jacob Scott Apter

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

• 06/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 08/2015 → 05/2019
  University Of Illinois At Urbana-Champaign
  Champaign, IL
• 01/2019 → 03/2019
  University Of Illinois At Urbana-Champaign
  Champaign, IL
• 05/2018 → 08/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 05/2017 → 08/2017
  Osi Group
  West Chicago, IL
• 10/2016 → 05/2017
  Cat N' Mouse
  Champaign, IL
• 01/2021 → Present
  Bank Of America, N.A.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2019-11-22

Other Names

• Jacob Apter