Jacob A Epstein

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-09-21
NY	RA	APPROVED	2023-08-16

Branch Locations

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

Organization	City	State	From	To
Equitable Advisors, Llc	New York	NY	07/2020	10/2021
Kbk Wealth Management	New York	NY	05/2019	08/2019
Rochester Institute Of Technology	Rochester	NY	08/2018	05/2019
Pro Ambitions Hockey Inc.	Westwood	MA	06/2015	08/2018
Uber	Port Washington	NY	12/2019	04/2021
Prudential	Uniondale	NY	06/2018	08/2018
Rochester Institute Of Technology	Rochester	NY	08/2016	05/2019
Unemployment	Port Washington	NY	09/2019	12/2019
E*Trade Securities Llc	Garden City	NY	11/2021	08/2023
E*Trade Capital Management Llc	Garden City	NY	11/2021	08/2023
Morgan Stanley	Garden City	NY	03/2023	08/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Great Neck	NY	07/2023	Present
Bank Of America, N.A.	Great Neck	NY	08/2023	Present

07/2020 → 10/2021

Equitable Advisors, Llc

New York, NY
05/2019 → 08/2019

Kbk Wealth Management

New York, NY
08/2018 → 05/2019

Rochester Institute Of Technology

Rochester, NY
06/2015 → 08/2018

Pro Ambitions Hockey Inc.

Westwood, MA
12/2019 → 04/2021

Uber

Port Washington, NY
06/2018 → 08/2018

Prudential

Uniondale, NY
08/2016 → 05/2019

Rochester Institute Of Technology

Rochester, NY
09/2019 → 12/2019

Unemployment

Port Washington, NY
11/2021 → 08/2023

E*Trade Securities Llc

Garden City, NY
11/2021 → 08/2023

E*Trade Capital Management Llc

Garden City, NY
03/2023 → 08/2023

Morgan Stanley

Garden City, NY
07/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Great Neck, NY
08/2023 → Present

Bank Of America, N.A.

Great Neck, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-06-20

Other Firms