Jacob Johnson, financial advisor Bloomington MN

Jacob Johnson

CRD Number: 6326366
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacob Johnson (CRD# 6326366) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomington, MN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Bloomington, MN Feb 2023 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomington, MN Dec 2022 - Current 1
Lpl Financial LLC Edina, MN Nov 2017 - Dec 2022 5
Minnesota Bank And Trust Edina, MN May 2017 - Dec 2022 5
Ameriprise Financial Services Inc. Edina, MN Jan 2017 - Apr 2017 < 1
Bank Of America, N.a. Bloomington, MN Sep 2014 - Jan 2017 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomington, MN Apr 2014 - Jan 2017 2
Jpmorgan Chase Chicago, IL Mar 2013 - Apr 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Jacob B. Johnson
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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