Jacob Simmons

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 01/2021 → 01/2022
  Arizona State University
  Tempe, AZ
• 08/2019 → 05/2023
  Arizona State University
  Tempe, AZ
• 05/2021 → 08/2021
  Sherwin-Williams
  Garland, TX
• 06/2020 → 08/2020
  Sherwin-Williams
  Garland, TX
• 05/2019 → 08/2019
  Walmart
  Sachse, TX
• 07/2013 → 04/2019
  Plano Isd Middle School - High School
  Plano, TX
• 06/2022 → 08/2022
  Bank Of America / Merrill Lynch
  Miami, FL

Other Businesses

I*3317286, Entity Type: Entity For Profit,Entity Publicly Traded, Name of OBA: DoorDash, Inc, Address: San Francisco, California, 94107, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee Start Date: 12/16/2025, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: Accept delivery requests through the DoorDash platform, pick up prepared food from local restaurants, and deliver orders to customers. Responsibilities are limited to transportation and delivery only. No financial services, investment advice, or client solicitation involved. DoorDash is an online food delivery platform. My role would be as an independent contractor providing local food delivery services exclusively during non-business hours. The activity does not involve financial services, investment advice, or solicitation of clients.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-24