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Jacob Jared Wuest

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Aliso Viejo, CA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-14
CA RA APPROVED 2023-02-10
  • TX RA
    APPROVED
    Since 2023-03-14
  • CA RA
    APPROVED
    Since 2023-02-10

Branch Locations

26831 Aliso Creek Rd, Aliso Viejo, CA 92656 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Aliso Viejo CA 10/2020 Present
Pavilions Mission Viejo CA 07/2005 10/2022
Wells Fargo Irvine CA 04/2019 10/2020
Krav Maga Of Orange County Mission Viejo CA 06/2015 04/2019
California State University Fullerton Fullerton CA 08/2016 12/2018
Bank Of America, N.A. Aliso Viejo CA 02/2023 Present
  • 10/2020 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Aliso Viejo, CA
  • 07/2005 → 10/2022
    Pavilions
    Mission Viejo, CA
  • 04/2019 → 10/2020
    Wells Fargo
    Irvine, CA
  • 06/2015 → 04/2019
    Krav Maga Of Orange County
    Mission Viejo, CA
  • 08/2016 → 12/2018
    California State University Fullerton
    Fullerton, CA
  • 02/2023 → Present
    Bank Of America, N.A.
    Aliso Viejo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-09
  • S66 Uniform Combined State Law Examination
    2023-02-09
Other Names
  • Jacob Wuest

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
ANCHOR CAPITAL · ALISO VIEJO, CA
EDEN FINANCIAL · ALISO VIEJO, CA
JG WEALTH MANAGEMENT, LLC · ALISO VIEJO, CA
LIFETIME FINANCIAL, INC. · Aliso Viejo, CA
SST BENEFITS CONSULTING · ALISO VIEJO, CA
CLARAPHI ADVISORY NETWORK, LLC · ALISO VIEJO, CA

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