Jacob Robert Smith

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

• 01/2022 → Present
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 01/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 06/2021 → 08/2021
  Blackship Ventures
  Tokyo
• 06/2020 → 07/2020
  Hellman, Jordan Management Co., Inc.
  Boston, MA
• 06/2019 → 08/2019
  Cetrulo Llp
  Boston, MA
• 06/2018 → 08/2018
  Harvard University Football Offices
  Cambridge, MA
• 05/2016 → 06/2018
  North Star Golf Course
  Ithaca, MI
• 08/2018 → 06/2019
  Unemployed
  Ithaca, MI
• 08/2019 → 03/2020
  Unemployed
  Ithaca, MI
• 07/2020 → 06/2021
  Unemployed
  Ithaca, MI
• 08/2021 → 01/2022
  Unemployed
  Ithaca, MI
• 01/2018 → 06/2018
  Harvard University Dorm Crew
  Cambridge, MA
• 03/2020 → 06/2020
  Harvard University Dorm Crew
  Cambridge, MA

Other Businesses

Effective 1/18/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-06