EJ
CFP
EJ
CFP

Eva Jacob

11 Years of Experience
Boston, MA
Broker

Eva Jacob is a CFP-designated registered investment advisor at Blackrock Investment Management, LLC, based in Boston, MA, with 11 years of industry experience. Eva operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

60 State Street, Floors 19 & 20, Boston, MA, 02109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Blackrock Investment Management, LLC
January 2022 - Present · 4 yrs 6 mos
Blackrock Investments, LLCBroker
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
MML Investors Services, LLCBroker
January 2016 - December 2021 · 5 yrs 11 mos
Metlife Securities INC.Broker
January 2015 - November 2015 · 10 mos
New England SecuritiesBroker
November 2014 - January 2015 · 2 mos
State Registrations2 states
MANJ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eva Jacob - Financial Advisor | TrueAdvisor