Jacob Nichols, financial advisor Paso Robles CA
93 score

Jacob Nichols

CRD Number: 5918813
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacob Nichols (CRD# 5918813) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Paso Robles, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Paso Robles, CA Jan 2017 - Current 1
Bank Of America, N.a. Paso Robles, CA Jan 2017 - Current 1
2 Peas In A Pod Arroyo Grande, CA Jun 1995 - Current 22
Mama's Preserves Arroyo Grande, CA Jun 1995 - Current 22
Wells Fargo Clearing Services, LLC Pasadena, CA Nov 2016 - Jan 2017 < 1
Wells Fargo Advisors, LLC Pasadena, CA Feb 2014 - Nov 2016 2
Wells Fargo Advisors LLC Arroyo Grande, CA May 2011 - Mar 2013 1
Office Max Arroyo Grande, CA Apr 2005 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Jacob Nichols
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    639,574
    MILLIONS
  • Total Number of Accounts
    1,831,494
    ACCOUNTS
  • Average Account Value
    $349,209
Compensation Options
  • A percentage of assets under your management
  • 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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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