Jacob Alan Guyette

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

• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Monica, CA
• 06/2020 → 07/2022
  Unemployed
  Santa Monica, CA
• 04/2020 → 06/2020
  University Of California, Santa Cruz
  Santa Cruz, CA
• 09/2019 → 04/2020
  University Of California, Santa Cruz
  Santa Cruz, CA
• 09/2012 → 09/2016
  Santa Monica High School
  Santa Monica, CA
• 07/2019 → 09/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Monica, CA
• 09/2018 → 07/2019
  University Of California, Santa Cruz
  Santa Cruz, CA
• 07/2018 → 09/2018
  Chubbies Shorts
  Santa Monica, CA
• 09/2016 → 06/2017
  University Of California, Santa Cruz
  Santa Cruz, CA
• 07/2017 → 09/2017
  Orchard Supply Hardware
  West Los Angeles, CA
• 09/2017 → 07/2018
  University Of California, Santa Cruz
  Santa Cruz, CA
• 12/2022 → Present
  Bank Of America, N.A.
  Santa Monica, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-01-23

Other Names

• Jacob Guyette