Role at Aon Investments USA
- Title on Schedule A
- Global Head of Investments
- Control
- Ari Jacobs is a control person of Aon Investments USA.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Ari Jacobs has held the filed role since November 2023.
The firm
Form ADV filed 25 March 2026
Career on record
- Passed SIE · 2018
- Passed Series 7, Series 63 and Series 24 · 2007
Registrations and exams
Broker registration; no current adviser registration. Ari Jacobs has passed 4 qualifying exams.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 16 August 2007 |
| Series 24 | General Securities Principal Examination | 8 October 2007 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 6 August 2007 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Ari Noah Jacobs
- CRD
- 5358812
- Registration status
- Broker registration; no current adviser registration
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Ari Jacobs work?
Ari Jacobs has been Global Head of Investments of Aon Investments USA Inc. since November 2023, and is a control person of the firm.
Does Ari Jacobs have a current investment-adviser registration?
Ari Jacobs has a current broker registration and no current investment-adviser registration, as of 18 October 2026.
What exams has Ari Jacobs passed?
Ari Jacobs has passed 4 licensing exams: the Series 7, Series 63, Series 24 and SIE. The earliest, the Series 7, was passed in August 2007.
Leadership at Aon Investments USA
- David TestoreChief Operating Officer
- Matthew WallaceChief Compliance Officer
- Beth HalberstadtHead of Solutions
- Russell IvinjackGlobal Chief Investment Officer
- Nicole RobertsonHead of Investment Operations - North America
- Bryan WardHead of U.S. Investments
- Kevin ZagortzUS Chief Investment Officer