Jacob Wagner, financial advisor Brighton MI
90 score

Jacob Wagner

CRD Number: 5984030
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacob Wagner (CRD# 5984030) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brighton, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sterling Heights, MI Oct 2014 - Current 2
Bank Of America, N.a. Sterling Heights, MI Oct 2014 - Current 2
Ameriprise Financial Services Inc. Northville, MI Oct 2011 - Sep 2014 2
Applebee's Ann Arbor, MI Jan 2011 - Oct 2011 < 1
Arden Bingham Farms, MI Apr 2010 - Jan 2011 < 1
Applebee's Ann Arbor, MI Sep 2009 - Apr 2010 < 1
Marine Hydrodynamics Labs Ann Arbor, MI Aug 2008 - Aug 2009 1
Unemployed Ann Arbor, MI May 2008 - Aug 2008 < 1
Brown Jug Ann Arbor, MI Jun 2007 - May 2008 < 1
Unemployed Adrian, MI May 2007 - Jun 2007 < 1
University Of Michigan Health Service Ann Arbor, MI Oct 2006 - Apr 2007 < 1
Unemployed Ann Arbor, MI Jul 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Jacob P. Wagner
Phone Number: 800-637-7455
Registered State(s):
  • MI
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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