Jacob A Barreira
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Jacob A Barreira? 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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- Euclid Financial ServicesJun 2024 to Aug 2024
- Follett CorporationAug 2023 to May 2025
- Quinnipiac UniversityAug 2022 to May 2025
- Del's LemonadeMay 2022 to Jun 2025
- University of Massachusetts DartmouthAug 2021 to May 2022
- The Miriam HospitalJul 2021 to Aug 2021
- Ace HardwareJun 2019 to Jul 2021
- Dunkin'Jul 2018 to May 2019
- Seekonk High SchoolSep 2017 to May 2021
- UnemployedJul 2017 to Aug 2017
- Dr. Kevin M. Hurley Middle SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 8126331
- Firm CRD
- 7691