Jacob
Church
Merrill Lynch, Pierce, Fenner & Smith Inc
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$962,052,205,321
36,383
2,529,169
$380,383
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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.
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Lowes Hiw
Rr Donnelley
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
Chandler, AZ
Henderson, NV
Pennington, NJ
Concord, CA
New York, NY
Vero Beach, FL
Holly Springs, NC
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.