Jacob Apter (CRD# 6955954) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 4 years of experience in the finance industry.
CRD# 5569194
Amplify Investments LLC
CRD# 5751555
J.p. Morgan Securities LLC
CRD# 1955854
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Chicago, IL | Jan 2021 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | Jun 2019 - Current | 5 |
| University Of Illinois At Urbana-champaign | Champaign, IL | Aug 2015 - May 2019 | 3 |
| University Of Illinois At Urbana-champaign | Champaign, IL | Jan 2019 - Mar 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | May 2018 - Aug 2018 | < 1 |
| Osi Group | West Chicago, IL | May 2017 - Aug 2017 | < 1 |
| Cat N' Mouse | Champaign, IL | Oct 2016 - May 2017 | < 1 |
| Jcys North Shore Day Camp | Highland Park, IL | Jun 2016 - Aug 2016 | < 1 |
| Sportslock | Champaign, IL | Sep 2015 - Jan 2016 | < 1 |
| Jcys North Shore Day Camp | Highland Park, IL | Jun 2015 - Aug 2015 | < 1 |
| Highland Park High School | Highland Park, IL | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- IL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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