Matthew Jacobson
CRD Number: 6917657Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Matthew Jacobson (CRD# 6917657) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sugar Land, TX and has over 6 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a | Minneapolis, MN | Jul 2019 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minneapolis, MN | Jun 2019 - Current | 5 |
| Joann Stores, LLC | Edina, MN | Sep 2018 - Current | 6 |
| Data Recognition Corporation (drc) | Plymouth, MN | May 2019 - Jun 2019 | < 1 |
| Axa Advisors, LLC | New York, NY | May 2018 - Mar 2019 | < 1 |
| Unemployed | Apple Valley, MN | Jan 2018 - May 2018 | < 1 |
| Best Time Rv, LP | Las Vegas, NV | Jul 2017 - Jan 2018 | < 1 |
| Unemployed | Henderson, NV | Jul 2017 - Jul 2017 | < 1 |
| Everywhere Wireless, LLC | Chicago, IL | Jan 2017 - Jun 2017 | < 1 |
| Unemployed | Winfield, IL | Dec 2016 - Jan 2017 | < 1 |
| Kelly Services, Inc. | Chicago, IL | Oct 2016 - Dec 2016 | < 1 |
| Unemployed | Morton Grove, IL | Sep 2016 - Oct 2016 | < 1 |
| Unemployed | Missouri City, TX | Aug 2016 - Sep 2016 | < 1 |
| Unemployed | Columbus, OH | May 2016 - Jul 2016 | < 1 |
| The Ohio State University, Fisher College Of Business | Columbus, OH | Aug 2015 - May 2016 | < 1 |
| Unemployed | Columbus, OH | Aug 2015 - Aug 2015 | < 1 |
| Saxion University Of Applied Sciences | Enschede, | Nov 2007 - Jul 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- MN
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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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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