Jacob
Jones
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jacob Jones is a financial advisor based out of Atlanta, Georgia with 4 years of industry experience. Jones currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Citizens Community Bank, Valdosta State University, Peachtree Ridge High School System Schools, Zaxby'S, Brusters Real Ice Cream and Bank Of America, N.A. Jones holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It has $1 trillion in assets under management between its 2,864,234 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 4,459 charitable organizations. Of its 2,864,234 accounts, 23% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management depend on the financial services provided. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of some blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jacob Jones Work History
Jacob has been registered as a financial advisor for 4 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Valdosta State University
Citizens Community Bank
Valdosta State University
Zaxby'S
Brusters Real Ice Cream
Valdosta State University
Brusters Real Ice Cream
Peachtree Ridge High School System Schools
*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 Jacob Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
