Jacob David Mallison

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

• 06/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 09/2014 → 05/2018
  Texas A&M University
  College Station, TX
• 10/2016 → 05/2018
  Texas A&M University - Financial Planning Department
  College Station, TX
• 06/2017 → 08/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 10/2017 → 01/2018
  Compass Group
  College Station, TX
• 10/2018 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Other Businesses

I*4650275 Entity Type: Fiduciary role Name of OBA: J. D. M. TTEE J. L M. TTEE U/A DTD 05/22/2025 Address: Fort Worth, Texas, 76112 Investment Related: No Position, Title, Association: TTEE//GRANTR//TRUST Employee Start Date: 06/02/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: TTEE//GRANTR//TRUST/Self, Spouse

Exams

• S66 Uniform Combined State Law Examination
  2018-10-09

Other Names

• Jake David Mallison
• Jacob Mallison