Jacob Michael Herget
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Bank of America, N.ADec 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- Edward JonesAug 2020 to Nov 2024
- Edward JonesJun 2019 to Jun 2020
- Fitz's Bottling CompanyJan 2019 to Jan 2020
- Edward JonesOct 2018 to Apr 2019
- Chili'sJun 2017 to Mar 2019
- StudentAug 2010 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7008518
- Firm CRD
- 7691