Jakob T Roulier

$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	2025-07-17
CA	RA	APPROVED	2025-04-18

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Los Angeles	CA	11/2024	Present
Ernst And Young	Los Angeles	CA	08/2021	10/2024
Cask Consulting	San Diego	CA	08/2020	08/2021
Ernst And Young	Los Angeles	CA	07/2020	08/2020
Petco	San Diego	CA	12/2019	04/2020
San Diego State University	San Diego	CA	08/2017	05/2021
Murrieta Mesa Highschool	Murrieta	CA	08/2013	08/2017
Bank Of America, N.A.	Los Angeles	CA	12/2024	Present

11/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Los Angeles, CA
08/2021 → 10/2024

Ernst And Young

Los Angeles, CA
08/2020 → 08/2021

Cask Consulting

San Diego, CA
07/2020 → 08/2020

Ernst And Young

Los Angeles, CA
12/2019 → 04/2020

Petco

San Diego, CA
08/2017 → 05/2021

San Diego State University

San Diego, CA
08/2013 → 08/2017

Murrieta Mesa Highschool

Murrieta, CA
12/2024 → Present

Bank Of America, N.A.

Los Angeles, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-17

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