Jake R Mcpherson
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Jake R Mcpherson? Claim your profile
Contact this firm
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
12 years in the industry.
- Bank of America, N.A.Feb 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to now
- Fidelity Brokerage Services LLCJan 2020 to Jun 2022
- Conway Technology GroupJan 2018 to Dec 2019
- Ashley Furniture IndustriesSep 2017 to Jan 2018
- University of New HampshireSep 2014 to May 2017
- Chunkys Cinema PubJun 2014 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7220537
- Firm CRD
- 7691