Jacob MungerCRD Number: 6363220
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jacob Munger (CRD# 6363220) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eau Claire, WI and has over 3 years of experience in the finance industry.
Bernicke Wealth Management, Ltd.
Bernicke Wealth Management, Ltd.
Commonwealth Financial Network
|Bank Of America, N.a.||Eau Claire, WI||Nov 2014 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Eau Claire, WI||Jun 2014 - Current||4|
|University Of St. Thomas||St. Paul, MN||Sep 2013 - May 2014||< 1|
|Precision Pipeline||Eau Claire, WI||Jun 2013 - Aug 2013||< 1|
|University Of St. Thomas||St. Paul, MN||Sep 2012 - May 2013||< 1|
|Pine Meadow Golf Course||Eau Claire, WI||Jun 2012 - Aug 2012||< 1|
|University Of St. Thomas||St. Paul, MN||Sep 2011 - May 2012||< 1|
|Pine Meadow Golf Course||Eau Claire, WI||Jun 2011 - Aug 2011||< 1|
|University Of St. Thomas||St. Paul, MN||Sep 2010 - May 2011||< 1|
|Powertex Inc.||Eau Claire, WI||Jun 2010 - Aug 2010||< 1|
|Memorial High School||Eau Claire, WI||Sep 2006 - May 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- 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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