Jacob Samuel Aymen

$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	2021-08-09
MI	RA	APPROVED	2021-07-19

Branch Locations

39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Farmington Hills	MI	08/2020	Present
Central Michigan University	Mt. Pleasant	MI	08/2019	05/2020
Merrill Lynch	Farmington Hills	MI	05/2019	08/2019
Central Michigan University	Mt. Pleasant	MI	08/2016	06/2019
Thumb Broadcasting Inc	Bad Axe	MI	05/2018	08/2018

08/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Farmington Hills, MI
08/2019 → 05/2020

Central Michigan University

Mt. Pleasant, MI
05/2019 → 08/2019

Merrill Lynch

Farmington Hills, MI
08/2016 → 06/2019

Central Michigan University

Mt. Pleasant, MI
05/2018 → 08/2018

Thumb Broadcasting Inc

Bad Axe, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-16