Mahi Jacob Raj

$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
MO	RA	APPROVED	2026-06-19

Branch Locations

7676 Forsyth Blvd, Clayton, MO 63105 • United States

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

Organization	City	State	From	To
Bank Of America, N.A.	Clayton	MO	06/2026	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Clayton	MO	03/2026	Present
Insight Global- Us Bank	Earth City	MO	09/2025	02/2026
Fincor- Greggory J Mueller	Fenton	MO	01/2025	05/2025
Mjr Capital Constructions	Niagara Falls		05/2024	07/2024
Saint Louis University	St Louis	MO	01/2024	12/2025
Central University Of Karnataka	Kalaburagi		11/2020	11/2023
St Thomas Academy For Research And Training	Calicut		06/2019	10/2020
Bishop Vallopilli Jubilee Memorial Higher Secondary School	Kannur		06/2017	03/2019
Oxford English School	Kannur		06/2005	03/2017

06/2026 → Present

Bank Of America, N.A.

Clayton, MO
03/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Clayton, MO
09/2025 → 02/2026

Insight Global- Us Bank

Earth City, MO
01/2025 → 05/2025

Fincor- Greggory J Mueller

Fenton, MO
05/2024 → 07/2024

Mjr Capital Constructions

Niagara Falls
01/2024 → 12/2025

Saint Louis University

St Louis, MO
11/2020 → 11/2023

Central University Of Karnataka

Kalaburagi
06/2019 → 10/2020

St Thomas Academy For Research And Training

Calicut
06/2017 → 03/2019

Bishop Vallopilli Jubilee Memorial Higher Secondary School

Kannur
06/2005 → 03/2017

Oxford English School

Kannur

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-18