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Jacob Russell Paul

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ

Riverside, RI

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-24
TX RA APPROVED 2024-12-24
  • CA RA
    APPROVED
    Since 2024-12-24
  • TX RA
    APPROVED
    Since 2024-12-24

Branch Locations

2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States

3400 Pawtucket Ave Ci Relationship Management, Riverside, RI 02915 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 07/2024 Present
Mcdonalds Phoenix AZ 07/2020 05/2021
Unemployed Phoenix AZ 05/2021 10/2021
Jimmy Johns Phoenix AZ 05/2021 10/2021
Vans Anthem AZ 06/2022 06/2024
Unemployed Phoenix AZ 05/2024 07/2024
Unemployed Phoenix AZ 01/2014 07/2020
Arizona State University Tempe AZ 08/2020 05/2024
Bank Of America, N.A. Chandler AZ 01/2026 Present
  • 07/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
  • 07/2020 → 05/2021
    Mcdonalds
    Phoenix, AZ
  • 05/2021 → 10/2021
    Unemployed
    Phoenix, AZ
  • 05/2021 → 10/2021
    Jimmy Johns
    Phoenix, AZ
  • 06/2022 → 06/2024
    Vans
    Anthem, AZ
  • 05/2024 → 07/2024
    Unemployed
    Phoenix, AZ
  • 01/2014 → 07/2020
    Unemployed
    Phoenix, AZ
  • 08/2020 → 05/2024
    Arizona State University
    Tempe, AZ
  • 01/2026 → Present
    Bank Of America, N.A.
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-12
  • S66 Uniform Combined State Law Examination
    2024-12-12
Other Names
  • Jacob Paul

View on SEC IAPD

Other Firms

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VAL VISTA CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
MEREDITH DEKKER FINANCIAL SERVICES, LLC

Other Investors

Aaron D Hyde
Kelly A Luft
ADRIENNE TERENA BORCHERS
Eric Sitton
SAMUEL J SMITH
RENEE JEAN HRUSKA
ANDREA MICHELLE MCLELLAND
Christine Lynne Lobdell Raney

Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

More in Chandler, AZ

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