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Jeffrey Michael Jacobs

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wellesley Hills, MA

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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 2023-05-25
CT RA APPROVED 2022-08-04
  • TX RA
    APPROVED
    Since 2023-05-25
  • CT RA
    APPROVED
    Since 2022-08-04

Branch Locations

45 William St, Wellesley Hills, MA 02481 • 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
Telsey Advisory Group New York NY 12/2015 01/2018
Mizuho Securities Usa Llc Boston MA 02/2018 04/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton MA 05/2022 Present
Unemployed Newton MA 04/2019 05/2022
Bank Of America, N.A. Newton MA 06/2022 Present
  • 12/2015 → 01/2018
    Telsey Advisory Group
    New York, NY
  • 02/2018 → 04/2019
    Mizuho Securities Usa Llc
    Boston, MA
  • 05/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Newton, MA
  • 04/2019 → 05/2022
    Unemployed
    Newton, MA
  • 06/2022 → Present
    Bank Of America, N.A.
    Newton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-01
S65 Uniform Investment Adviser Law Examination 1994-05-09
S63 Uniform Securities Agent State Law Examination 1990-10-03
  • S66 Uniform Combined State Law Examination
    2022-08-01
  • S65 Uniform Investment Adviser Law Examination
    1994-05-09
  • S63 Uniform Securities Agent State Law Examination
    1990-10-03
Other Names
  • Jeffrey Michael Jacobs
  • Jeffrey M Jacobs

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WELLESLEY HILLS, MA
UBS FINANCIAL SERVICES INC. · WELLESLEY, MA
UBS FINANCIAL SERVICES INC. · WELLESLEY, MA
UBS FINANCIAL SERVICES INC. · WELLESLEY, MA
RAYMOND JAMES & ASSOCIATES, INC. · Wellesley, MA
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