Jack Balkey, financial advisor Northbrook IL

Jack Balkey

CRD Number: 823689
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jack Balkey (CRD# 823689) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has over 43 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Northbrook, IL Jun 2011 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook, IL Mar 1976 - Current 48
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1980
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Jack T. Balkey
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, WY

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