Jacob Soriano

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

Lake Orion, MI • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Novi	MI	10/2015	05/2017
Bank Of America, N.A.	Novi	MI	01/2016	05/2017
Jp Morgan Securites Llc	Rochester Hills	MI	05/2017	09/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Troy	MI	09/2020	03/2023
Mike Illitch School Of Business-Wayne State University	Detroit	MI	08/2018	03/2023
Bank Of America N.A.	Troy	MI	11/2020	03/2023
Fidelity Investments	Farmington	MI	03/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2015 → 05/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Novi, MI
01/2016 → 05/2017

Bank Of America, N.A.

Novi, MI
05/2017 → 09/2020

Jp Morgan Securites Llc

Rochester Hills, MI
09/2020 → 03/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Troy, MI
08/2018 → 03/2023

Mike Illitch School Of Business-Wayne State University

Detroit, MI
11/2020 → 03/2023

Bank Of America N.A.

Troy, MI
03/2023 → Present

Fidelity Investments

Farmington, MI
03/2025 → Present

Fidelity Investments

Boston, MA

2023-05-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

Farmington, MI
2020-09-15 → 2023-03-14

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bloomfield Hills, MI
2017-05-22 → 2020-09-28

J.P. Morgan Securities Llc

Rochester, MI
2016-03-10 → 2017-05-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Farmington Hills, MI

Bloomfield Hills, MI

Bloomfield Hills, MI

Franklin, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-03-05
S63	Uniform Securities Agent State Law Examination	2014-05-05

Other Firms