Jacob Marten
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2024 to now
- Charles Schwab & Co, Inc.Jan 2022 to Feb 2024
- Schwab Private Client Investment AdvisoryJan 2022 to Feb 2024
- The Vanguard Group, Inc.Aug 2020 to Dec 2021
- Scottsdale MintMay 2020 to Jun 2020
- Torchbearers InternationalJan 2020 to Mar 2020
- Southwest Window and Doors LLCJul 2019 to Jul 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to Jan 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2018 to Aug 2018
- Lifetime FitnessMay 2017 to Aug 2017
- Grand Canyon UniversityAug 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6970802
- Firm CRD
- 7691