Jacob Roman Greer

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

• 05/2026 → Present
  Bank Of America, N.A.
  Clayton, MO
• 07/2024 → 10/2024
  Florida Financial Advisors Dba Tristate Financial Advisors
  Nashville, TN
• 01/2022 → 06/2024
  Campus Bar And Grill
  Columbia, MO
• 05/2023 → 08/2023
  Ameren
  St. Louis, MO
• 05/2022 → 08/2022
  Lodging Hospitality Management
  St. Louis, MO
• 08/2020 → 05/2024
  University Of Missouri
  Columbia, MO
• 08/2020 → 01/2022
  Unemployed
  Columbia, MO
• 08/2016 → 05/2020
  Webster Groves High School
  St. Louis, MO
• 05/2018 → 08/2019
  Waterway Carwash
  St. Louis, MO
• 09/2017 → 03/2018
  Fortels Pizza Den
  St. Louis, MO
• 03/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, MO
• 11/2024 → 02/2026
  Dell Technologies
  Nashville, TN
• 05/2022 → 08/2022
  Lm Services Corporation
  St. Louis, MO

Previous Registrations

• 2024-07-10 → 2024-10-18
  Florida Financial Advisors, Llc
  Nashville, TN
  Nashville, TN

Other Businesses

I*4321279, Entity Type Entity For Profit, Name of OBA: Adidas Athletics Baseball Academy Address: FentonMissouri63026 Investment Related: No Position, Title, Association: Employee Employee Start Date: 03/21/2026 No Hours: 10 Weekly No Hours during trading: 10 Weekly Duties: Show up to games and practices, assist in making decisions for the team. I am currently employed as a part time youth baseball coach for them. This activity is outside of normal working hours.

Exams

• S66 Uniform Combined State Law Examination
  2026-06-05
• S65 Uniform Investment Adviser Law Examination
  2024-03-08

Other Names

• Jake Greer
• Jacob Greer
• Jacob R Greer