Jackson
Petersen
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jackson Petersen is a financial advisor operating out of Omaha, Nebraska with 1 year of industry experience. Petersen is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Petersen has worked at Td Ameritrade, Sid Dillon Chevrolet, Property Exchange Partners, Encor, Olson Stewart Construction, Full Time Student, Family Fare, Blair Family Ymca, Mid America Computer Corporation, School Student, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Petersen has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Nebraska and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm that has its headquarters in New York, NY. The company has offices in 3,372 locations and a total of 36,687 advisors. It manages $1 trillion in assets under management across its 2,864,234 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm 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. Financial management fees largely vary depending on which services the firm provides the client. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised 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
Jackson Petersen Work History
Jackson has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Td Ameritrade
Sid Dillon Chevrolet
Property Exchange Partners
Encor
Olson Stewart Construction
Full Time Student
Family Fare
Blair Family Ymca
Mid America Computer Corporation
School Student
*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 Petersen 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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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.
