Dvon Jacobs, financial advisor Hunt Valley MD
90 score

Dvon Jacobs

CRD Number: 6002720
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dvon Jacobs (CRD# 6002720) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 4 years of experience in the finance industry.

Similar Advisors
Brian Kuhn, financial advisor Hunt Valley MD
Brian Kuhn
CRD# 4474832
Planning Solutions Group, LLC
Score
104
Similar Advisors
Nicholas Ibello, financial advisor Hunt Valley MD
Nicholas A. Ibello
CRD# 5820593
Commonwealth Financial Network
Score
103
Similar Advisors
Jeffrey Judge, financial advisor Hunt Valley MD
Jeffrey M. Judge
CRD# 5903701
Msi Financial Services, Inc.
Score
103
Company Name Location Dates Years
Bank Of America, N.a. Scottsdale, AZ May 2013 - Current 3
Merrill Lynch, Pierce, Fenner And Smith Incorporated Scottsdale, AZ May 2012 - Current 4
Unemployeed Scottsdale, AZ Mar 2012 - May 2012 < 1
Edward Jones Tempe, AZ Nov 2011 - Mar 2012 < 1
Umpqua Bank Portland, OR Jul 2010 - Nov 2011 1
Back2back Beaverton, OR Jan 2010 - Nov 2011 1
Portland State University Portland, OR Jul 2007 - Jun 2011 3
Student Portland, OR Apr 2002 - Jun 2011 9
Comcast Beaverton, OR Nov 2008 - Mar 2010 1
At&t Mobility Sherwood, OR Jun 2007 - Oct 2008 1
Tuskegee University Tuskegee, AL Aug 2005 - May 2007 1
Sears Beaverton, OR May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Dvon Jacobs
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
  • MD
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

Ready to hire a financial advisor? Get competitive proposals from Dvon Jacobs and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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.