Jacob Charles Jelinek
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to now
- Bank of America, N.A.Nov 2020 to now
- Canvas Credit UnionAug 2019 to Sep 2020
- Northwestern MutualJun 2018 to May 2019
- Alpine Moving CompanyMay 2017 to Jun 2017
- Colorado State UniversityJan 2017 to Dec 2019
- Doane UniversityAug 2015 to Dec 2016
- Ralston Valley Hs/doane University/ Colorado State UniversityJan 2012 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6952024
- Firm CRD
- 7691