JACOB A EPSTEIN is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-08-16 | present | Yes |
| HARRISDIRECT LLC | 2021-11-15 | 2023-08-21 | — |
| EQUITABLE ADVISORS, LLC | 2021-01-26 | 2021-10-14 | — |