Jack
Newhouse

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2108923
Investment Advisor
in Muskegon, MI

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About this Advisor

Jack Newhouse is a financial advisor working out of Muskegon, Michigan, with 11 years of work experience. Newhouse works at Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, Na. Newhouse holds Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in Michigan, Ohio and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a business that has its headquarters in Muskegon, Michigan. The investment advisory business has offices in 3,270 locations and a total of 36,383 people on staff. It administers $962 billion in assets under management between its 2,529,169 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 4,927 charitable organizations. Of its 2,529,169 customer accounts, just 7% are held by high-net-worth clients who have more than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc offers a number of services, including financial planning services, 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. A financial advisor's fee schedules usually depend on the type of services provided. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

380 W Western Ave
Muskegon, MI 49440

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

MI Average: $7,464,549,021
Total Number of Employees

36,383

MI Average: 88
Total Number of Accounts

2,529,169

MI Average: 3,892
Average Account Size

$380,383

MI Average: $1,917,921

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Investment Advisory Services

  • Financial planning 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

Jack Newhouse Work History

Jack has 11 years of experience.

2009 - Present (12 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - Present (12 years)

Bank Of America, Na

Disclosures

Jack Newhouse has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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