Jacob Sandmann

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

• 06/2022 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH
• 12/2019 → 03/2020
  Boca
  Cincinnati, OH
• 03/2015 → 12/2019
  Via Vite
  Cincinnati, OH
• 03/2020 → 02/2021
  Unemployed
  Cincinnati, OH
• 06/2022 → 05/2024
  Bank Of America N.A.
  Cincinnati, OH
• 05/2024 → Present
  J.P. Morgan Chase Securities Llc
  West Chester, OH
• 05/2024 → Present
  J.P. Morgan Chase Bank N.A.
  West Chester, OH
• 02/2021 → 06/2022
  Bank Of America N.A.
  Cincinnati, OH
• 08/2023 → Present
  Sandmann Vintage Llc
  Cincinnati, OH

Previous Registrations

• 2022-12-07 → 2024-05-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Cincinnati, OH
  Cincinnati, OH
  Middletown, OH
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

Entity Name: SANDMANN VINTAGE LLC Investment related: No Address: Private Residence Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 08/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Resale of Mid Century bakeware and dishware Online. No connection to JPMC

Exams

• S66 Uniform Combined State Law Examination
  2022-11-28