Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Nichole Merkley is a financial advisor at Raymond James & Associates, Inc.. Jaclyn has been working in the financial services industry since 2007. Before joining Raymond James & Associates, Inc. in 2016, Jaclyn worked at Morgan Stanley. Jaclyn specializes in providing financial advice and portfolio management services to individuals, businesses, pension and profit sharing plans and corporations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
02/23/2016 - Present
Raymond James & Associates, Inc. (Peoria IL)
IL
06/01/2009 - 03/04/2016
MORGAN STANLEY (PEORIA IL)
IL
04/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PEORIA IL)
IL
11/22/2006 - 08/24/2007
HUTCHINSON, SHOCKEY, ERLEY & CO. (CHICAGO IL)
IA
Issued 06/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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