Jacob Larry Chase

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

• 01/2016 → 12/2020
  Lightning Electric
  Rivertion, UT
• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  South Jordan, UT
• 12/2020 → 06/2026
  Morgan Stanley / E*Trade
  Sandy, UT
• 07/2026 → Present
  Bank Of America, N.A.
  South Jordan, UT

Previous Registrations

• 2026-05-06 → 2026-06-29
  Morgan Stanley
  Sandy, UT

Other Businesses

I*4775291, Entity Type Entity For Profit, Name of OBA: JLChase Internet Ventures Address: West Jordan Utah 84084 Investment Related: No Position, Title, Association: Owner Employee Start Date:08/24/2017 No Hours:5 Yearly No Hours during trading: 0 Duties: Doing market research to locate potential products to sell. Planning and implementing sales of those products. Currently inactive. When active the intent is an amazon store. No specific products. I*4924276, Entity Type Entity For Profit, Name of OBA: JLChase Electric Address: West Jordan Utah 84084 Investment Related: No Position, Title, Association: Owner Employee Start Date: 08/24/2017 No Hours: 10 Yearly No Hours during trading: 0 Duties: Review job sites, plan and implement solutions that suite client needs DBA for JLChase Electric. Provide electrical/handy man services

Exams

• S66 Uniform Combined State Law Examination
  2026-05-02
• S63 Uniform Securities Agent State Law Examination
  2024-11-22

Other Names

• Jacob L Chase
• Jake Chase
• Jacob Chase