Jacob Alexander Feldman

$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	2020-02-19
FL	RA	APPROVED	2020-02-05

Branch Locations

Fort Lauderdale, FL • United States

3400 Pawtucket Ave Ci Relationship Management, Riverside, RI 02915 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	07/2019	Present
University Of Florida	Gainesville	FL	06/2015	05/2019
Student Activities And Involvement At The University Of Florida	Gainesville	FL	08/2017	05/2019
Unemployed	Parkland	FL	05/2019	07/2019
Bank Of America, N.A.	Jacksonville	FL	11/2020	Present

07/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
06/2015 → 05/2019

University Of Florida

Gainesville, FL
08/2017 → 05/2019

Student Activities And Involvement At The University Of Florida

Gainesville, FL
05/2019 → 07/2019

Unemployed

Parkland, FL
11/2020 → Present

Bank Of America, N.A.

Jacksonville, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-02-03

Nearby Firms