Jaclyn Gerson, financial advisor Boston MA
88 score

Jaclyn Gerson

CRD Number: 6210227
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jaclyn Gerson (CRD# 6210227) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Jul 2014 - Current 2
Boston College Chestnut Hill, MA Sep 2013 - May 2014 < 1
Merrill Lynch Global Wealth Management Boston, MA Jun 2013 - Aug 2013 < 1
Boston College Chestnut Hill, MA Jan 2013 - May 2013 < 1
Universidad De Complutense Madrid, Sep 2012 - Dec 2012 < 1
Pearl Street Market Beach Haven, NJ Jul 2012 - Aug 2012 < 1
Donna Karan New York Shoe Department International Sales New York, NY Jun 2012 - Jul 2012 < 1
Boston College Chestnut Hill, MA Sep 2011 - May 2012 < 1
Pearl Street Market Beach Haven, NJ May 2011 - Aug 2011 < 1
Boston College Chestnut Hill, MA Sep 2010 - May 2011 < 1
Pearl Street Market Beach Haven, NJ Jun 2010 - Aug 2010 < 1
Oak Knoll School Summit, NJ Sep 2009 - Jun 2010 < 1
Pearl Street Market Beach Haven, NJ Jun 2009 - Sep 2009 < 1
Oak Knoll School Summit, NJ Sep 2008 - Jun 2009 < 1
Pearl Street Market Beach Haven, NJ Jun 2008 - Sep 2008 < 1
Oak Knoll School Summit, NJ Sep 2007 - Jun 2008 < 1
Pearl Street Market Beach Haven, NJ Jun 2007 - Sep 2007 < 1
Oak Knoll School Summit, NJ Sep 2006 - Jun 2007 < 1
Pearl Street Market Beach Haven, NJ Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Jaclyn A. Gerson
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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

Ready to hire a financial advisor? Get competitive proposals from Jaclyn Gerson and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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