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Inactive

Jacob Aiken-Phillips

Melius Research

New York, NY

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Current Employers
Melius Research

152 W. 57Th St. 6Th Floor, New York, NY 10019 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-08
  • NY RA
    APPROVED
    Since 2024-08-08

Branch Locations

152 W. 57Th St. 6Th Floor, New York, NY 10019 • 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
OrganizationCityStateFromTo
Credit Suisse Securities (Usa) Llc New York NY 07/2022 05/2023
Saab Inc Syracuse NY 08/2019 10/2020
Lockheed Martin Syracuse NY 11/2017 08/2019
Aflac Global Investments New York NY 05/2021 01/2022
Ps Creations San Luis Obispo CA 05/2016 07/2017
Cornell Johnson Graduate School Of Management Ithaca NY 08/2020 05/2022
Unemployed Syracuse NY 08/2017 11/2017
Cowen And Company, Llc New York NY 05/2023 03/2024
Td Securities (Usa) Llc New York NY 03/2024 08/2024
Melius Research New York NY 08/2024 Present
  • 07/2022 → 05/2023
    Credit Suisse Securities (Usa) Llc
    New York, NY
  • 08/2019 → 10/2020
    Saab Inc
    Syracuse, NY
  • 11/2017 → 08/2019
    Lockheed Martin
    Syracuse, NY
  • 05/2021 → 01/2022
    Aflac Global Investments
    New York, NY
  • 05/2016 → 07/2017
    Ps Creations
    San Luis Obispo, CA
  • 08/2020 → 05/2022
    Cornell Johnson Graduate School Of Management
    Ithaca, NY
  • 08/2017 → 11/2017
    Unemployed
    Syracuse, NY
  • 05/2023 → 03/2024
    Cowen And Company, Llc
    New York, NY
  • 03/2024 → 08/2024
    Td Securities (Usa) Llc
    New York, NY
  • 08/2024 → Present
    Melius Research
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-08-15
  • S63 Uniform Securities Agent State Law Examination
    2022-08-15
Designations

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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