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Jacob Rocchi

Eaton Vance Management

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About Jacob Rocchi

Jacob Rocchi is an Investment Advisor Representative with Eaton Vance Management in Boston, MA. Jacob has been in the financial services industry since March 4, 2012. Jacob's previous experience includes roles with NYLIFE SECURITIES LLC and Eagle Strategies LLC. Jacob's certifications include Series 6, 7, 63, and 65 exams. Jacob specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Jacob Rocchi is currently registered with Eaton Vance Management. Eaton Vance Management is an investment advisor headquartered in BOSTON, MA. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisers. Eaton Vance Management has approximately $63.04 billion in regulatory assets under management.
Eaton Vance Management

ONE POST OFFICE SQUARE

BOSTON, MA 02109

$63.04B

Assets Under Management

8

Total Clients

133

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of portfolio income

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Jacob Rocchi’s Registration & Firm History

MA

02/20/2018 - Present

Eaton Vance Management (BOSTON MA)

CT

03/05/2012 - 02/22/2018

NYLIFE SECURITIES LLC (WINDSOR CT)

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Licenses & Designations

IA

Issued 03/02/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/02/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Rocchi.
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