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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Merryman is an investment advisor representative associated with Fidelity Personal and Workplace Advisors. Jacob is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). He has been in the financial industry for over 3 years and has a diverse range of experience in the financial industry. Jacob holds licenses to conduct business in 52 states. Jacob is also an Investment Advisor representative licensed in Texas and Washington. Jacob's experience includes working with various clients such as high-net-worth individuals, corporations, and pension plans. Jacob provides various financial services, including financial planning, portfolio management, and educational seminars.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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WA
09/14/2021 - Present
Fidelity Personal AND Workplace Advisors (LAKE FOREST WA)
WA
11/23/2020 - 02/17/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
03/05/2018 - 10/23/2019
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
IA
Issued 08/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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