Jacob B Wright

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

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

Current Employers

Employment History

• 03/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 05/2025 → 03/2026
  Abilene Country Club
  Abilene, TX
• 01/2025 → 05/2025
  Study Abroad (Unemployed)
  London
• 05/2022 → 01/2025
  Abilene Country Club
  Abilene, TX
• 01/2016 → 05/2022
  Unemployed (School)
  Abilene, TX
• 06/2024 → 07/2024
  Buffalo Wild Wings
  Abilene, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-07-31