Jacob C Hudson
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Mar 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2026 to now
- Spark MembershipMar 2025 to Dec 2025
- Bluegrace LogisticsNov 2021 to Mar 2025
- Sam's ClubApr 2021 to Oct 2021
- Lowe's Home ImprovementMay 2020 to Apr 2021
- Hibbett SportsJun 2019 to May 2020
- St. Petersburg CollegeApr 2019 to Apr 2021
- Bank of America CorporationDec 2018 to Jun 2019
- Foods Management LLCAug 2016 to Feb 2017
- Tallahassee Community CollegeJan 2016 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7056788
- Firm CRD
- 7691