Jacob Lukis

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

• 07/2019 → 12/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 09/2015 → 05/2019
  Rider University
  Lawrenceville, NJ
• 03/2017 → 08/2019
  Wawa, Inc.
  Columbus, NJ
• 10/2016 → 03/2017
  Unemployed
  Burlington, NJ
• 03/2015 → 10/2016
  Wawa, Inc.
  Burlington, NJ
• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 10/2021 → 12/2022
  Malcon And Sons, Llc
  Burlington, NJ
• 12/2020 → 10/2021
  Malcon Contractors
  Burlington, Nj, NJ

Other Businesses

I*2440273, Entity Type: Entity For Profit, Name of OBA: USA Hockey, Address: Colorado Springs, Colorado, 80906, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee State Date: 05/19/2025, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: Act as a referre/official for USA Hockey sanctioned hockey games in the Princeton, NJ area.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-20
• S63 Uniform Securities Agent State Law Examination
  2020-03-13

Other Names

• Jacob Lukis
• Jacob Daniel Lukis