Jacob B Israel

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2026-03-26
TX	RA	APPROVED	2026-03-26
VT	RA	APPROVED	2026-03-26

Branch Locations

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

Organization	City	State	From	To
J.P. Morgan Securities Llc	Westerville	OH	02/2022	06/2022
Morgan Stanley (Tailored Management)	Columbus	OH	03/2021	10/2021
Pnc Financial Services	Columbus	OH	05/2019	01/2021
Northwestern Mutual	Columbus	OH	01/2019	04/2019
Huntington National Bank	Columbus	OH	12/2021	12/2021
Ruffalo Noel Levitz	Columbus	OH	11/2018	12/2020
Fedex Ground	Columbus	OH	10/2018	10/2018
Experigreen Columbus Llc	Columbus	OH	07/2018	09/2018
Unemployed	Columbus	OH	02/2016	06/2018
Unemployed	Columbus	OH	01/2022	01/2022
Fisher Investments	Plano	TX	09/2022	02/2026
Merrill Lynch	Columbus	OH	06/2022	08/2022
Tiaa	Frisco	TX	03/2026	Present
Tiaa-Cref Individual & Institutional Services, Llc	Frisco	TX	03/2026	Present

02/2022 → 06/2022

J.P. Morgan Securities Llc

Westerville, OH
03/2021 → 10/2021

Morgan Stanley (Tailored Management)

Columbus, OH
05/2019 → 01/2021

Pnc Financial Services

Columbus, OH
01/2019 → 04/2019

Northwestern Mutual

Columbus, OH
12/2021 → 12/2021

Huntington National Bank

Columbus, OH
11/2018 → 12/2020

Ruffalo Noel Levitz

Columbus, OH
10/2018 → 10/2018

Fedex Ground

Columbus, OH
07/2018 → 09/2018

Experigreen Columbus Llc

Columbus, OH
02/2016 → 06/2018

Unemployed

Columbus, OH
01/2022 → 01/2022

Unemployed

Columbus, OH
09/2022 → 02/2026

Fisher Investments

Plano, TX
06/2022 → 08/2022

Merrill Lynch

Columbus, OH
03/2026 → Present

Tiaa

Frisco, TX
03/2026 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-19
S65	Uniform Investment Adviser Law Examination	2022-11-02
S63	Uniform Securities Agent State Law Examination	2022-05-26