Jesse R Fuchs

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-04-30
FL	RA	APPROVED	2023-11-15

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Miami	FL	07/2023	Present
Unemployed / School	Miami	FL	08/2022	07/2023
Merrill	Miami	FL	06/2022	08/2022
I Was In School	Tallahassee	FL	12/2021	06/2022
Northwest Solutions	Tallahassee	FL	03/2021	12/2021
School	Tallahassee	FL	01/2021	03/2021
Physician Endorsed	Miami	FL	03/2020	01/2021
I Was In School	Miami	FL	05/2019	03/2020
World Trade Corporation	Miami	FL	11/2018	05/2019
I Was Unemployed And In School	Miami	FL	09/2013	11/2018
Bank Of America N.A.	Miami	FL	09/2023	Present

07/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Miami, FL
08/2022 → 07/2023

Unemployed / School

Miami, FL
06/2022 → 08/2022

Merrill

Miami, FL
12/2021 → 06/2022

I Was In School

Tallahassee, FL
03/2021 → 12/2021

Northwest Solutions

Tallahassee, FL
01/2021 → 03/2021

School

Tallahassee, FL
03/2020 → 01/2021

Physician Endorsed

Miami, FL
05/2019 → 03/2020

I Was In School

Miami, FL
11/2018 → 05/2019

World Trade Corporation

Miami, FL
09/2013 → 11/2018

I Was Unemployed And In School

Miami, FL
09/2023 → Present

Bank Of America N.A.

Miami, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-10

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