Jake
Mcpherson
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jake Mcpherson is a financial advisor operating out of New York, New York. Mcpherson is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Mcpherson has held roles at Nashua Community College, University Of New Hampshire, Brookdale Fruit Farm, Chunkys Cinema Pub, Ashley Furniture Industries, Conway Technology Group, Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Mcpherson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in New Hampshire and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm that has its headquarters in New York, NY. It has offices in 3,372 locations and a total of 36,687 people on staff. It has $1 trillion in assets under management among its 2,864,234 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are held by high-net-worth individuals who have more than $1 million in assets. The business offers 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. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of some blend 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
Jake Mcpherson Work History
Jake has been registered as a financial advisor for 0 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Fidelity Brokerage Services LLC
Conway Technology Group
Ashley Furniture Industries
University Of New Hampshire
Chunkys Cinema Pub
Nashua Community College
Brookdale Fruit Farm
*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 Jake Mcpherson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Scottsdale, AZ
Oak Brook, IL
Stuart, FL
Greenwich, CT
Towson, MD
Westlake, OH
Newport Beach, CA
Jacksonville, FL
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.
