Jacob MeesCRD 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.
Lpl Financial LLC
Centauri Advisory Group, Inc.
|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|
Total Assets Under Management962,052MILLIONS
Total Number of Accounts2,529,169ACCOUNTS
Average Account Value$380,383
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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