Merrill Lynch, Pierce, Fenner & Smith Inc

Investment Advisor
in Canton, MI

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About this Advisor

Jackie Boesman is a financial advisor working in Canton, Michigan. Boesman is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Boesman has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Quicken Loans, Dynamic Bdc, Child Development Center, Longhorn Steakhouse, University Of Maryland Global Campus and Bank Of America, N.A. Boesman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Michigan. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm operating out of New York, NY. It has offices in 3,372 locations and a total of 36,687 people on staff. It oversees $1 trillion in total assets among its 2,864,234 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are held by high-net-worth individuals who have at least $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc has 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 charged by financial advisors usually depend on the type of financial services. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc may include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

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

Office Location

45850 Michigan Ave
Canton, MI 48188

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management


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


MI Average: 88
Total Number of Accounts


MI Average: 3,892
Average Account Size


MI Average: $1,917,921

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

Jackie Boesman Work History

Jackie has been registered as a financial advisor for 0 years.*

2023 - Present (0 year)

Bank Of America, N.A

2019 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2019 (1 year)

Quicken Loans

2017 - 2018 (1 year)

Dynamic Bdc

2017 - 2022 (5 years)

University Of Maryland Global Campus

2015 - 2017 (2 years)

Child Development Center

2015 - 2017 (2 years)

University Of Maryland Global Campus

2013 - 2014 (1 year)

Longhorn Steakhouse

*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.


Please visit the SEC profile of Jackie Boesman 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.

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