Daniel Jacobs

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2013-01-23
NJ	RA	APPROVED	2009-10-22

TX RA
APPROVED_RES

Since 2013-01-23
NJ RA
APPROVED

Since 2009-10-22

Branch Locations

1100-1800 American Blvd Wealth Management Client Care, Pennington, NJ 08534 • United States

9000 Southside Blvd Wealth Management Client Care, Jacksonville, FL 32256 • United States

Hillsborough, NJ • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hopewell	NJ	06/2009	Present

06/2009 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hopewell, NJ

Other Businesses

I*: 2641267 Entity Type: Fiduciary role Name of OBA: A. L. J. Jr. Life Insurance Trust Address: Hillsborough, NJ 08844 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 08/01/2025 Number of Hours: 1 hr annually Number of Hours during trading:0 Duties: Co-Trustee/ Self, Parents, Siblings

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-10-21

S66 Uniform Combined State Law Examination

2009-10-21