Jacob Finke

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

• 05/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 08/2021 → 05/2025
  Baylor University
  Waco, TX
• 08/2023 → 05/2025
  Baylor University Philosophy Department
  Waco, TX
• 05/2024 → 08/2024
  Independent Financial
  Mckinney, TX
• 08/2020 → 11/2020
  Clubcorp/Stonebridge Ranch Country Club
  Mckinney, TX
• 11/2020 → 08/2021
  Unemployed
  Mckinney, TX
• 05/2015 → 08/2020
  Unemployed
  Mckinney, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-08-12

Other Names

• Jacob William Finke