Jacob
Anderson

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6121758
Investment Advisor
in New York, NY
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About this Advisor

Jacob Anderson is a financial advisor working in New York, New York, with 10 years of work experience. Anderson is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Anderson has gained experience at Georgetown University Office Of The President, Morgan Stanley, Merrill Lynch, Sunbridge Capital Management, Security Management International, Chronicle Of Higher Education, Tommy Hilfiger, Dramatic Change Youth Theatre, Georgetown University and Bank Of America, N.A. Anderson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a company headquartered in New York, New York. The firm has offices in 2,958 locations and a total of 40,146 employees. It manages $820 billion in assets across its 2,272,151 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 4,667 charitable organizations. Of its 2,272,151 client accounts, just 3% are associated with high-net-worth clients who have more than $1 million in investable assets. The company performs 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. Financial advisory fees depend on which services are offered. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include 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

75 Rockefeller Plz
New York, NY 10019

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

NY Average: 88
Total Number of Accounts

2,472,247

NY Average: 3,892
Average Account Size

$322,494

NY 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 Anderson Work History

Jacob has 10 years of experience.

2018 - Present (1 year)

Bank Of America, N.A

2018 - Present (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2018 (1 year)

Jpmorgan Securities, LLC

2015 - 2017 (2 years)

Morgan Stanley

2013 - 2015 (2 years)

Morgan Stanley

2012 - 2012 (< 1 year)

Merrill Lynch

2012 - 2012 (< 1 year)

Sunbridge Capital Management

2011 - 2014 (3 years)

Georgetown University Office Of The President

2011 - 2011 (< 1 year)

Security Management International

2010 - 2010 (< 1 year)

Chronicle Of Higher Education

2009 - 2010 (1 year)

Tommy Hilfiger

2009 - 2009 (< 1 year)

Dramatic Change Youth Theatre

2008 - 2012 (4 years)

Georgetown University

Disclosures

Jacob Anderson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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