Jacob Ray, financial advisor Montgomery AL
90 score

Jacob Ray

CRD Number: 6170900
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacob Ray (CRD# 6170900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Montgomery, AL 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. Montgomery, AL May 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Montgomery, AL Feb 2013 - Current 3
Pine Bar Montgomery, AL Aug 2011 - Feb 2013 1
Middle Georgia College Eastman, GA Aug 2009 - Aug 2011 2
South University Montgomery, AL Sep 2006 - Aug 2009 2
Union Datacom Dallas, TX Mar 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Jacob J. Ray
Phone Number: 800-637-7455
Registered State(s):
  • AL
  • TX
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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