Matthew Michael Jacob

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/1993 → Present
  Jacob & Jacob Asset Management
  Liverpool, NY
• 05/2016 → Present
  Massmutual Life Insurance Co
  Liverpool, NY
• 05/2016 → Present
  Mml Investors Services, Llc
  Liverpool, NY

Other Businesses

(1) NAME:LIVERPOOL INDEPENDENT FOUNDATION FOR EXCELLENCE, INV REL:N ADDR: AT RESIDENTIAL ADDRESS, NATURE:NON PROFIT LIVERPOOL INDEPENDENT FOUNDATION FOR EXCELLENCE, POSITION:EXECUTIVE DIRECTOR, START:08/1999 NO HR/MO:5 NO HR/MO DUR TRADING:0. (2) NAME:VIZIONEFX, INV REL:Y ADDR:8417 OSWEGO RD P O BOX 222 BALDWINSVILLE NY 13027 NATURE:DIGITAL SIGNAGE BUSINESS POSITION:MEMBER START:06/2006 NO HR/MO:5 NO HR/MO DUR TRADING:5. (3) NAME:GREATER SYRACUSE SPORTS HALL OF FAME, INV REL:Y ADDR: AT RESIDENTIAL ADDRESS NATURE:NON-PROFIT GREATER SYRACUSE SPORTS HALL OF FAME, POSITION:EXECUTIVE DIRECTOR/TREASURER START:2/1/2002 NO HR/MO:10 NO HR/MO DUR TRADING:0. (4) NAME:CNY CENTER FOR WEALTH MANAGEMENT,FINANCIAL PLANNING AND TAX STRATEGIES, INV REL:Y ADDR:250 SOUTH CLINTON ST SUITE 300 SYRACUSE NY 13090 NATURE:CPA/TAX PREPARATION, POSITION:MANAGING PARTNER, START:10/01/2017 NO HR/MO:40 NO HR/MO DUR TRADING:40.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-05-07

Designations

• Certified Financial Planner

Other Names

• Mathew Michael Jacob
• Matthew M Jacob
• Matthew Michael Jacob