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Jacob Finke

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-12
  • TX RA
    APPROVED
    Since 2025-08-12

Branch Locations

4200 Amon Carter Blvd Ci Client Services, Fort Worth, TX 76155 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 05/2025 Present
Baylor University Waco TX 08/2021 05/2025
Baylor University Philosophy Department Waco TX 08/2023 05/2025
Independent Financial Mckinney TX 05/2024 08/2024
Clubcorp/Stonebridge Ranch Country Club Mckinney TX 08/2020 11/2020
Unemployed Mckinney TX 11/2020 08/2021
Unemployed Mckinney TX 05/2015 08/2020
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-12
  • S66 Uniform Combined State Law Examination
    2025-08-12
Other Names
  • Jacob William Finke

View on SEC IAPD

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GOOD LIFE PRIVATE WEALTH, LLC
SELADOR CAPITAL MANAGEMENT, LP
INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

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LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

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