Jacob
Merton
Sikich Financial
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About this Advisor
Jacob Merton is a certified financial planner operating out of Akron, Ohio who has 1 year of relevant experience. Merton is currently employed by Sikich Financial. Throughout their career, they have worked at Norton City Schools, Acme Fresh Market, Mustard Seed Market, Aldi, Northwestern Mutual and Sikich Capital Management LLC. Merton has a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Ohio. Sikich Financial is a registered investment business that has its headquarters in Springfield, IL. The company has offices in eight locations and a total of 21 financial advisors. It administers $486 million in total assets between its 1,568 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides services to 19 charitable organizations. Of its 1,568 accounts, just 5% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management depend on which services the firm provides the client. However, fee types charged by Sikich Financial can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sikich Financial Brokerage Details
$486,375,612
21
1,568
$310,189
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jacob Merton Work History
Jacob has been registered as a financial advisor for 1 years.*
Sikich Capital Management LLC
Northwestern Mutual
Mustard Seed Market
Aldi
Acme Fresh Market
Norton City Schools
*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 Jacob Merton 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 Sikich Financial
Springfield, IL
Akron, OH
Springfield, IL
Springfield, IL
Springfield, IL
Springfield, IL
Springfield, IL
Springfield, IL
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.
