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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Robert McGehee is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. based in Ridgeland, Mississippi. Jake Robert McGehee has been in the securities industry since 2001 and has a combined 30 years of experience in both the securities and investment advisory industry. Jake Robert McGehee is registered with the following securities authorities: Financial Industry Regulatory Authority (FINRA), Mississippi, and Texas. Jake Robert McGehee is a registered investment advisor. Jake Robert McGehee offers portfolio management services to both individuals and businesses. Jake Robert McGehee is affiliated with Galloway United Methodist Church as a Subcommittee Member - Finance and is a Trustee of the J Robert McGehee Marital Trust.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MS
08/26/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RIDGELAND MS)
NY
11/02/2000 - 11/17/2000
E. D. & F. MAN INTERNATIONAL INC. (NEW YORK NY)
BOTH
Issued 03/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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