Jacob Kucia, financial advisor Cleveland OH

Jacob Kucia

CRD Number: 6763033
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacob Kucia (CRD# 6763033) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cleveland, OH and has 1 year of experience in the finance industry.

Similar Advisors
Richard Gerbracht, financial advisor Cleveland OH
Richard M. Gerbracht
CRD# 5310387
Lpl Financial LLC
Similar Advisors
David Abate, financial advisor Cleveland OH
David R. Abate
CRD# 5069849
Strategic Wealth Partners, Ltd.
Similar Advisors
Michael Abfall, financial advisor Cleveland OH
Michael F. Abfall
CRD# 2820363
Edward Jones
Company Name Location Dates Years
Bank Of America, N.a. Cleveland, OH Aug 2019 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland, OH Jun 2019 - Current 1
Case Western Reserve University Cleveland, OH Aug 2015 - May 2019 3
Northwestern Mutual Cleveland, OH May 2017 - Aug 2018 1
Case Western Reserve University Cleveland, OH Aug 2017 - Dec 2017 < 1
Middleburg Heights Recreation Center Middleburg Heights, OH May 2016 - Aug 2016 < 1
St. Ignatius High School Cleveland, OH Aug 2011 - Jun 2015 3
Unemployed Cleveland, OH Jan 2009 - Aug 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Jacob Kucia
Phone Number: 800-637-7455
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • 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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.