Brandon J Jacobson
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- Seattle Golf ClubSep 2024 to Mar 2026
- Wing Point Golf and Country ClubApr 2023 to Aug 2024
- UnemployedOct 2022 to Apr 2023
- Colorado Golf AssociationMay 2022 to Oct 2022
- Washington State UniversityAug 2021 to May 2022
- Wing Point Golf and Country ClubMay 2021 to Aug 2021
- Washington State UniversityAug 2019 to May 2021
- Wing Point Golf and Country ClubMay 2019 to Aug 2019
- Bainbridge High School & Washington State UniversityMar 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 8245920
- Firm CRD
- 7691