Jacob Richmond
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Sep 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- Brigham Young UniversityAug 2020 to May 2024
- Fidelity InvestmentsJun 2020 to Aug 2026
- Insight GlobalApr 2020 to May 2020
- The Church of Jesus Christ of Latter-day SaintsAug 2018 to Mar 2020
- Visible Supply Chain ManagementDec 2017 to Jul 2018
- Potbelly Sandwich ShopOct 2016 to Oct 2017
- Bingham High SchoolAug 2015 to May 2018
- Motor SportslandJun 2014 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7265863
- Firm CRD
- 7691