Jacob Mees, financial advisor Cranberry Township PA

Jacob Mees

CRD Number: 6847253
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacob Mees (CRD# 6847253) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cranberry Township, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a Sewickley, PA Apr 2019 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sewickley, PA Mar 2019 - Current 1
Pennsylvania State University State College, PA May 2017 - Apr 2019 1
Key Investment Services Pepper Pike, OH Jul 2018 - Mar 2019 < 1
Keybank Cranberry, PA Jul 2018 - Mar 2019 < 1
Citizens Securities, Inc. Sewickley, PA Aug 2017 - Jul 2018 < 1
Citizens Bank Sewickley, PA Aug 2017 - Jul 2018 < 1
Citizens Bank Sewickley, PA Dec 2016 - Aug 2017 < 1
Diehl Automotive Robinson Twp, PA Sep 2015 - Oct 2016 1
University Of Hawaii At Hilo Pepeekeo, HI Jun 2013 - Jul 2015 2
Hilo Veterans Center Hilo, HI Sep 2014 - Jun 2015 < 1
Unemployed Fishers, IN Sep 2011 - Jun 2013 1
United States Army Indianapolis, IN Jun 2005 - Sep 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Jacob Mees
Phone Number: 800-637-7455
Registered State(s):
  • PA
  • TX
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

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