Jacob Rebel
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Jul 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- UnemployedMay 2025 to Jun 2025
- Full Time StudentAug 2024 to May 2025
- Waldron Private WealthMay 2024 to Aug 2024
- Full Time StudentAug 2023 to May 2024
- Waldron Private WealthMay 2023 to Aug 2023
- Full Time StudentAug 2022 to May 2023
- Waldron Private WealthMay 2022 to Aug 2022
- Full Time StudentAug 2021 to May 2022
- Gigi's Cupcakes FranchiseJul 2019 to Apr 2022
- Laser StormNov 2018 to Jul 2019
- UnemployedJun 2015 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 8126332
- Firm CRD
- 7691