Jeffrey Michael Jacobs

CRD 2084513 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Wellesley Hills, MA

IA RegisteredBroker

Also appears in the source record as: Jeffrey M Jacobs

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 7TOSIESeries 7Series 24Series 66Series 65Series 63
Registered states (17): Arizona · California · Connecticut · Florida · Georgia · Illinois · Maine · Maryland · Massachusetts · Missouri · New Hampshire · New Jersey · New York · North Carolina · Rhode Island · Texas · Virginia
Years in the industry (source record): 29
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (10)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Wellesley Hills, MA · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Wellesley Hills, MA · BC capacity

start not retrieved → present
Mizuho Securities USA LLC
Boston, MA · BC capacity

Feb 8, 2018 → Feb 13, 2019
Telsey Advisory Group LLC
New York, NY · BC capacity

Dec 17, 2015 → Feb 9, 2018
Raymond James & Associates, Inc.
Boston, MA · BC capacity

Aug 28, 2006 → Dec 8, 2015
Soleil Securities Corporation
Boston, MA · BC capacity

Jul 8, 2003 → Aug 23, 2006
Wachovia Securities, Inc.
St. Louis, MO · BC capacity

Sep 12, 2000 → Mar 3, 2003
Prudential Securities Incorporated
New York, NY · BC capacity

Jan 17, 2000 → Aug 4, 2000
Volpe Brown Whelan & Company, LLC
San Francisco, CA · BC capacity

Jul 17, 1997 → Jan 17, 2000
Lehman Brothers Inc.
New York, NY · BC capacity

Sep 19, 1990 → May 13, 1991

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2084513 ↗ FINRA BrokerCheck record for CRD 2084513 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.