Merrill
46yrs
Top advisor by experience in Princeton
33yrs
Brian Jacoby
Full name on record: Brian James Jacoby
Financial advisor at Blackrock Investment Management
Brian Jacoby is a financial advisor in Princeton, New Jersey, with 33 years in the industry. Brian joined Blackrock Investment Management in 2017, a firm offering investment management, private fund management, and selecting outside investment managers. Brian holds the CFA designation.
At a glance
Experience33 years (since 1993)
How that compares ?Top 1% by experience at Blackrock Investment Management
Office1 University Square Drive, Princeton, NJ 08540
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$6.45 million
Advisors at the firm675
States licensed ?1 state
Services through Blackrock Investment Management
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2017 – nowBlackrock Investment Management, LLCCurrent firm
Contact Brian
(609) 282-2000Blackrock Investment Management main office 1 University Square DrivePrinceton, NJ 08540Office · Get directions
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Blackrock Investment Management at (609) 282-2000 and ask for Brian Jacoby. Brian works from the Princeton, NJ office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1993, about 33 years. Top 1% by experience at Blackrock Investment Management.
What licenses does Brian hold?
Series 63. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Brian paid?
Blackrock Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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