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 2 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||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Eau Claire, WI||Jun 2014 - Current||2|
|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|
|South Middle School||Eau Claire, WI||Sep 2003 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- 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
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.