Brian James Jacoby

Financial advisor at Blackrock Investment Management, LLC · New York, NY

Last updated 2026-10-10

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Brian James Jacoby is a financial advisor at Blackrock Investment Management, LLC in New York, NY, CRD 2370613. Licenses and exams on the registration: Series 63. IAPD registration began 2017-03-08.

Registration

CRD number
2370613
Registration status
Active
IAPD registration
2017-03-08
Industry Experience
9 years
Work Experience
10 years
States registered
NJ, NY

Licenses and exams

  • Series 63

Designations

  • Chartered Financial Analyst

Work history

  • 2017-01 to Present · Blackrock · New York, NY
  • 2017-02 to Present · Blackrock Investments, LLC · New York, NY
  • 2016-08 to 2017-01 · Unemployed · Ridgewood, NJ

Current employment

SEC IAPD record for Brian James Jacoby

Blackrock Investment Management, LLC

Regulatory AUM
$676,692,676,752
Registered advisors
676
Offices
141
Clients per advisor
16.1 (Low)
Average AUM per client
$62.3M (Moderate)
High-net-worth client ratio
39.3% (Moderate)

Blackrock Investment Management, LLC: advisors, services and reported ETF investments

About

Brian James Jacoby is a Chartered Financial Analyst financial advisor at Blackrock Investment Management, LLC in New York, NY. Reported securities licenses include Series 63. The latest record indicates 9 years of industry experience and 10 years of reported work history. Reported roles include Blackrock Investments, LLC, Blackrock, Unemployed.

Blackrock Investment Management, LLC's firm-level Form ADV reports 676 advisors across 141 offices; approximately 16.1 clients per advisor, average assets per client of $62,316,298, and regulatory AUM of $676.7B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.

What this firm offers

Filed by Blackrock Investment Management, LLC on Form ADV.

Client services

  • Individuals and Small Businesses
  • Investment Companies
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Performance-Based Fees

Business and affiliations

  • Commodity Pool Operator or Trading Advisor
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

50 Hudson Yards, New York, NY 10001

143 advisors at this office.

Blackrock Investment office in New York, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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