Jacob Charles Hunn

$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	2025-09-10

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Worth	TX	05/2025	Present
Lululemon	Fort Worth	TX	08/2024	01/2025
Lead	Kansas City	TX	07/2024	08/2024
Bj's Restaurants, Inc.	Denton	TX	06/2023	01/2024
Tommy Terrific's Car Wash	Plano	TX	04/2021	09/2021
University Of North Texas	Denton	TX	08/2021	05/2025
Plano East High School	Plano	TX	08/2019	05/2021
The Academy High School	Plano	TX	08/2017	05/2019
Armstrong Middle School	Plano	TX	08/2014	05/2017
Lazydog Resturant	Plano	TX	09/2022	11/2022

05/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX
08/2024 → 01/2025

Lululemon

Fort Worth, TX
07/2024 → 08/2024

Lead

Kansas City, TX
06/2023 → 01/2024

Bj's Restaurants, Inc.

Denton, TX
04/2021 → 09/2021

Tommy Terrific's Car Wash

Plano, TX
08/2021 → 05/2025

University Of North Texas

Denton, TX
08/2019 → 05/2021

Plano East High School

Plano, TX
08/2017 → 05/2019

The Academy High School

Plano, TX
08/2014 → 05/2017

Armstrong Middle School

Plano, TX
09/2022 → 11/2022

Lazydog Resturant

Plano, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-10

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