Jackson
Merrick
Truist Advisory Services, Inc
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About this Advisor
Jackson Merrick is a financial advisor working in Atlanta, Georgia who has 1 year of industry experience. Merrick works at Truist Advisory Services, Inc. Throughout their career, Merrick has worked at Morgan Stanley, University Of Georgia, Reagan Consulting, Mashburn Delivery, Camp All-American, Georgia College And State University, Perimeter Christian And Johns Creek High School, Morgan Stanley Private Bank, N.A, Truist Investment Services, Inc and Truist Advisory Services, Inc. Merrick maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Georgia. Truist Advisory Services, Inc is a financial advisory business operating out of Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 advisors. It manages $53 billion in assets under management among its 125,600 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 85 charities and foundations. Of its 125,600 accounts, just 12% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees for financial advisory services usually depend on which services are offered. Fee types billed by Truist Advisory Services, Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Jackson Merrick Work History
Jackson has been registered as a financial advisor for 1 years.*
Truist Investment Services, Inc
Truist Advisory Services, Inc
Morgan Stanley Private Bank, N.A
Morgan Stanley Private Bank, N.A
Morgan Stanley
University Of Georgia
Reagan Consulting
University Of Georgia
Mashburn Delivery
University Of Georgia
Camp All-American
Georgia College And State University
Camp All-American
Perimeter Christian And Johns Creek High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jackson Merrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truist Advisory Services, Inc
Cumming, GA
Durham, NC
Atlanta, GA
Atlanta, GA
Raleigh, NC
Richmond, VA
Chevy Chase, MD
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
