Jacoby Z West

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

• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 10/2020 → 08/2022
  Old Three Wagyu
  Brenham, TX
• 08/2015 → 05/2018
  Wharton County Junior College
  Wharton, TX
• 08/2022 → 09/2022
  Unemployed
  Needville, TX
• 08/2018 → 05/2020
  Blinn College
  Bryan, TX
• 05/2020 → 08/2022
  Texas A&M University
  College Station, TX
• 02/2018 → 08/2018
  Merrill Lynch
  Houston, TX
• 03/2018 → 08/2018
  Texgreen Landscaping
  Needville, TX
• 08/2017 → 09/2017
  Kay Services
  West Columbia, TX
• 01/2013 → 05/2017
  Needville High School
  Needville, TX
• 05/2017 → 08/2017
  Unemployed
  Needville, TX
• 09/2017 → 02/2018
  Unemployed
  Needville, TX
• 08/2018 → 10/2020
  Unemployed
  College Station, TX
• 03/2023 → Present
  Bank Of America N.A.
  Houston, TX

Other Businesses

I*2930290, Entity Type: Entity For Profit, Name of OBA: 4W Cattle, Address: Needville, Texas, 77461, Investment Related: N, Position, Title, Association: Other, Employee State Date: 10/01/2025, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: Hands on Labor, Transporting Cattle to and from auction, providing vaccines and medicine to the cattle, transporting cattle to and from vet, Cattle Breeding and Sales

Exams

• S66 Uniform Combined State Law Examination
  2023-05-30

Other Names

• Jacoby West