Jacob
Wilsie
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jacob Wilsie is a financial advisor based in Oklahoma City, Oklahoma, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Jacob has previously held positions at Shattuck National Bank, Cetera Financial Group, Oklahoma State University, Freeman Toyota, Fidelity Investments, Summit Financial, Cetera Advisor Networks, Merrill Lynch, Pierce, Fenner & Smith Inc, Copper Creek Consulting Inc, Northwest High School, and Bank Of America, N.A. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Jacob is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Oklahoma City, Oklahoma. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory 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
- Other
Jacob Wilsie Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Summit Financial
Cetera Advisor Networks
Copper Creek Consulting Inc
Fidelity Investments
Shattuck National Bank
Oklahoma State University
Cetera Financial Group
Oklahoma State University
Oklahoma State University
Freeman Toyota
Northwest High School
Disclosures
Please visit the SEC profile of Jacob Wilsie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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