Jacob
Mees

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6847253
Investment Advisor
in Sewickley, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jacob Mees is a financial advisor who works out of Sewickley, Pennsylvania with 1 year of relevant experience. Mees works at Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Mees has held roles at Citizens Bank, Diehl Automotive, University Of Hawaii At Hilo, Citizens Securities, Inc, Key Investment Services, Keybank, Merrill Lynch, Pierce, Fenner & Smith Inc, Pennsylvania State University, Hilo Veterans Center, Bank Of America, N.A and The Huntington Investment Company. Mees maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to advise clients in Pennsylvania and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a company that has its headquarters in New York, NY. The company has offices in 3,372 locations and a total of 36,687 advisors. It has $1 trillion in total assets between its 2,864,234 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc offers a number of services, including 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. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

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

Office Location

417 Thorn St
Sewickley, PA 15143

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

PA Average: 88
Total Number of Accounts

2,864,234

PA Average: 3,892
Average Account Size

$381,844

PA Average: $1,917,921

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

Jacob Mees Work History

Jacob has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2022 (1 year)

The Huntington Investment Company

2019 - 2019 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Bank Of America, N.A

2018 - 2019 (1 year)

Key Investment Services

2018 - 2019 (1 year)

Keybank

2017 - 2018 (1 year)

Citizens Securities, Inc

2017 - 2018 (1 year)

Citizens Bank

2017 - 2019 (2 years)

Pennsylvania State University

2016 - 2017 (1 year)

Citizens Bank

2015 - 2016 (1 year)

Diehl Automotive

2014 - 2015 (1 year)

Hilo Veterans Center

2013 - 2015 (2 years)

University Of Hawaii At Hilo

*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 Mees 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

Katelyn Gallagher
Scottsdale, AZ
Adam Runyan
Oak Brook, IL
Jennifer Roensch
Vienna, VA
Curtis Reynolds
Newport Beach, CA
Alexander Galasso
New York, NY
Ashmi Dave
New York, NY
Scott Smeltzer
Newport Beach, CA
Christopher Vasquez
Austin, TX

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started