Jacob Pollokoff
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- Mj Columbia Hotel ManagerDec 2024 to Mar 2025
- Old Line Kitchen and Wine BarAug 2024 to Jun 2025
- Sage Hospitality ResourcesJun 2024 to Dec 2024
- Lak ColumbiaMar 2023 to Jun 2025
- UnemployedAug 2022 to Mar 2023
- Howard Community CollegeJan 2018 to Jul 2022
- Pennsylvania State UniversityAug 2017 to Dec 2017
- Camps Airy and LouiseJun 2017 to Oct 2023
- Centennial High SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8126478
- Firm CRD
- 7691