Jacob R Birch

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-12-04

Branch Locations

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

Organization	City	State	From	To
Unemployed	Rocklin	CA	10/2014	01/2021
San Diego State University	San Diego	CA	08/2021	05/2024
Target	Rocklin	CA	02/2021	08/2021
Target	Rocklin	CA	06/2022	06/2024
Associated Students Of San Diego State University	San Diego	CA	08/2021	06/2024
Del Oro Highschool	Loomis	CA	07/2024	10/2024
Placer Union High School District	Auburn	CA	08/2024	01/2025
Equitable Advisors, Llc	New York	NY	12/2024	Present

10/2014 → 01/2021

Unemployed

Rocklin, CA
08/2021 → 05/2024

San Diego State University

San Diego, CA
02/2021 → 08/2021

Target

Rocklin, CA
06/2022 → 06/2024

Target

Rocklin, CA
08/2021 → 06/2024

Associated Students Of San Diego State University

San Diego, CA
07/2024 → 10/2024

Del Oro Highschool

Loomis, CA
08/2024 → 01/2025

Placer Union High School District

Auburn, CA
12/2024 → Present

Equitable Advisors, Llc

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-23