Noah R Jones

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

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

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-23
MI	RA	APPROVED	2026-07-16

Branch Locations

45 Ottawa Ave Sw, Suite 700, Grand Rapids, MI 49503 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Grand Rapids	MI	11/2021	01/2024
Office Of Terri Lynn Land	Grand Rapids	MI	02/2020	05/2020
Maple Hill Golf	Grandville	MI	05/2019	11/2021
Accurex Measurements	Swarthmore	PA	01/2019	01/2020
Meijer	Cedar Springs	MI	06/2018	02/2019
Metamora Golf And Country Club	Metamora	MI	04/2015	08/2017
Lapeer High School	Lapeer	MI	09/2013	06/2017
Grand Valley State University	Allendale	MI	08/2017	05/2021
Michigan Republican Party	Grand Rapids	MI	09/2021	10/2021
Rockefeller Financial Llc	Grand Rapids	MI	01/2024	Present

11/2021 → 01/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Grand Rapids, MI
02/2020 → 05/2020

Office Of Terri Lynn Land

Grand Rapids, MI
05/2019 → 11/2021

Maple Hill Golf

Grandville, MI
01/2019 → 01/2020

Accurex Measurements

Swarthmore, PA
06/2018 → 02/2019

Meijer

Cedar Springs, MI
04/2015 → 08/2017

Metamora Golf And Country Club

Metamora, MI
09/2013 → 06/2017

Lapeer High School

Lapeer, MI
08/2017 → 05/2021

Grand Valley State University

Allendale, MI
09/2021 → 10/2021

Michigan Republican Party

Grand Rapids, MI
01/2024 → Present

Rockefeller Financial Llc

Grand Rapids, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-16

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