Jake
Sigulinsky

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5024665
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Jake Sigulinsky is a financial advisor working in Salt Lake City, Utah with a total of 1 year of industry experience. Sigulinsky is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Key Bank, Key Investment Services, Jp Morgan Chase, Jp Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Sigulinsky has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to work in Utah. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm headquartered in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 financial advisors. It administers $1 trillion in total assets among its 2,864,234 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% are associated with high-net-worth individuals who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc has 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. Financial advisory fee schedules depend on which services are provided. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of any 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

1100 E 6600 S
Salt Lake City, UT 84121

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

UT Average: 88
Total Number of Accounts

2,864,234

UT Average: 3,892
Average Account Size

$381,844

UT 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

Jake Sigulinsky Work History

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

2023 - Present (1 year)

Bank Of America, N.A

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2022 (5 years)

Jp Morgan Securities LLC

2017 - 2022 (5 years)

Jpmorgan Chase Bank, N.A

2013 - 2017 (4 years)

Jp Morgan Chase

2012 - 2013 (1 year)

Key Investment Services

2007 - 2013 (6 years)

Key Bank

*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 Sigulinsky 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

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Scottsdale, AZ
Kristin Maulsby
Chandler, AZ
Thomas Holder
Stuart, FL
Ryan Doyle
Jacksonville, FL
Nelson Hernandez
Jacksonville, FL
Felix Gutierrez
Austin, TX
Alexander Galasso
New York, NY
Curtis Reynolds
Newport Beach, CA

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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