Matthew Jacobson, financial advisor Sugar Land TX

Matthew Jacobson

CRD Number: 6917657
Current 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.

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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 5
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
Contact Info for Matthew D. Jacobson
Phone Number: 800-637-7455
Registered State(s):
  • MN
  • 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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