Dakota T Jacobsen
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Jul 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to now
- Bevmo!Dec 2020 to Jun 2021
- Contera ConstructionOct 2020 to Oct 2020
- California Polytechnic State University, San Luis ObispoMay 2020 to Jun 2022
- California State University, San MarcosAug 2018 to May 2020
- Cork Fire KitchenApr 2018 to Jul 2019
- Cite Scolaire Internationale De LyonAug 2016 to Jul 2017
- Temecula Valley High SchoolAug 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7590778
- Firm CRD
- 7691