Jacob
Church

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6421570
Investment Advisor
in Henderson, NV

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About this Advisor

Jacob Church is an advisor who works out of Henderson, Nevada. Currently a registered financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Church has 10 years of professional experience in the financial advisory industry. Church has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Church is registered to act as an advisor in Nevada and Texas. During their career, Church has held roles at Rr Donnelley, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Las Vegas Windustrial and Lowes Hiw. Merrill Lynch, Pierce, Fenner & Smith Inc is located in Henderson, Nevada, and operates out of 3,270 offices in the United States. As a company, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $962 billion in assets throughout 2,529,169 client accounts and retains more than 36,383 people. The amount of assets the firm manages makes it one of the largest firms in the nation. The firm manages 778,387 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc can offer 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. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

No

Office Location

1100 N Green Valley Pkwy
Henderson, NV 89074

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

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

36,383

NV Average: 88
Total Number of Accounts

2,529,169

NV Average: 3,892
Average Account Size

$380,383

NV 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

Jacob Church Work History

Jacob has 10 years of experience.

2013 - Present (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - Present (8 years)

Bank Of America, N.A

2011 - 2013 (2 years)

Lowes Hiw

2010 - 2010 (< 1 year)

Rr Donnelley

2010 - 2011 (1 year)

Las Vegas Windustrial

Disclosures

Jacob Church has no disclosures.

Please visit their SEC profile for more details.

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

Katelyn Gallagher
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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