Jacob Charles Hunn
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to now
- LululemonAug 2024 to Jan 2025
- LeadJul 2024 to Aug 2024
- Bj's Restaurants, Inc.Jun 2023 to Jan 2024
- Lazydog ResturantSep 2022 to Nov 2022
- University of North TexasAug 2021 to May 2025
- Tommy Terrific's Car WashApr 2021 to Sep 2021
- Plano East High SchoolAug 2019 to May 2021
- The Academy High SchoolAug 2017 to May 2019
- Armstrong Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8101714
- Firm CRD
- 7691