Jacob Keller (CRD# 7568953) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Silver Spring, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Columbia, MD | Aug 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia, MD | Jul 2023 - Current | < 1 |
| Unemployed | Germantown, MD | May 2023 - Jul 2023 | < 1 |
| Penn State Residential Dining | State College, PA | Nov 2022 - May 2023 | < 1 |
| Pennsylvania State University | State College, PA | Aug 2019 - May 2023 | 3 |
| Bank Of America | Rockville, MD | Jun 2022 - Aug 2022 | < 1 |
| Under Armor | Clarksburg, MD | May 2022 - Jun 2022 | < 1 |
| Under Armor | Clarksburg, MD | Jul 2021 - Aug 2021 | < 1 |
| Fedex | Gaithersburg, MD | Jul 2020 - Aug 2020 | < 1 |
| Rsv Pools | Germantown, MD | Jun 2017 - Aug 2020 | 3 |
| Public School System | Germantown, MD | Aug 2006 - Jun 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- MD
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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