Jacob M Mason
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
16 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
16 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- Fidelity InvestmentsNov 2023 to Sep 2024
- MML Investors Services, LLCAug 2023 to Oct 2023
- Massmutual Life Insurance CompanyJul 2023 to Oct 2023
- Skylight Financial GroupJun 2023 to Nov 2023
- Fidelity Personal and Workspace AdvisorsApr 2022 to Jun 2023
- Fidelity Brokerage Services LLCJul 2021 to Jun 2023
- Keysource PharmaceuticalsMar 2021 to May 2021
- GpacAug 2020 to Feb 2021
- Family FitnessJan 2020 to Jun 2020
- Orangetheory FitnessJan 2019 to Jan 2020
- Outside InsightJun 2017 to Aug 2019
- Grand Valley State UniversityAug 2016 to Jul 2020
- StudentAug 2010 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7419409
- Firm CRD
- 7691