Jacob Wakoff

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → Present
  Jpmorgan Securities Llc
  New York, NY
• 11/2021 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 07/2020 → 10/2021
  General Mills
  New York, NY
• 06/2019 → 08/2019
  Relevant Sports Group
  New York, NY
• 07/2018 → 08/2018
  Medprep Consulting Group
  New York, NY
• 05/2018 → 08/2018
  Swb Yankees
  Scranton, PA
• 05/2017 → 08/2017
  Opus Point Partners
  New York, NY
• 08/2016 → 05/2020
  Wake Forest University
  Winston Salem, NC
• 02/2019 → 02/2019
  L D M Worldwide Corp
  Charlotte, NC
• 06/2020 → 06/2020
  Unemployed
  New York, NY

Other Businesses

Entity Name: NYSOL Inc. dba Metro Soccer NY Investment related: No "Address: https://metrosoccerny.com/ 81 Pondfield Rd, Bronxville, NY 10708" Nature of the other business: Sports Position/Title/Relationship: Owner/Partner Start Date: 11/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: They run recreational and youth soccer leagues and clinics across the five boroughs. It is a passive ownership in the organization. There is no connection to JPM, Entity Name: DAPS Sports, Inc Investment related: Yes "Address: 52 East 80th Street New York, NY 10075" Nature of the other business: Sports Position/Title/Relationship: Owner/Partner Start Date: 06/13/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is purely an ownership stake in a private, sports-oriented company focusing on fan and athlete interaction through social media. I will have no active role in the company. My commitment will be through a SAFE (Simple Agreement for Future Equity).

Exams

• S66 Uniform Combined State Law Examination
  2022-02-11

Other Names

• Jake Wakoff
• Jacob Harris Wakoff