Jacob Reilly

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

• 06/2016 → 09/2016
  Hershey Entertainment And Resorts
  Hershey, PA
• 05/2017 → 08/2017
  Hershey Entertainment And Resorts
  Hershey, PA
• 05/2018 → 08/2018
  Hershey Entertainment And Resorts
  Hershey, PA
• 09/2019 → 10/2020
  Citizens Bank
  Boston, MA
• 08/2015 → 05/2019
  Furman University
  Greenville, SC
• 05/2019 → 08/2019
  N/A
  Hershey, PA
• 09/2019 → 11/2020
  Citizens Securities Inc.
  Boston, MA
• 11/2020 → 03/2022
  John Hancock
  Boston, MA
• 11/2020 → 03/2022
  John Hancock Investment Management Distributors Llc
  Boston, MA
• 03/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Previous Registrations

• 2020-12-15 → 2022-03-28
  John Hancock Personal Financial Services, Llc
  Boston, MA

Other Businesses

I*2086477, Entity Type: Fiduciary, Name of OBA: T F, Address: Cherry Hill, New Jersey, 08034, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 15-Nov-2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-25
• S63 Uniform Securities Agent State Law Examination
  2019-11-04

Other Names

• Jacob Scott Reilly