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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Jacobi is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a leading wealth management firm. With over a decade of experience in the financial industry, John has been registered with FINRA and the SEC since 2007. John is licensed to provide financial advice in multiple states, including Vermont, Massachusetts, New York, and California. He is a Series 7 and Series 66 licensed representative with an active Series 63 license, reflecting a deep understanding of the securities market and regulations. Prior to joining Merrill Lynch, John worked for Lincoln Investment in Rutland, Vermont, and Funds Distributor, LLC in Boston, Massachusetts. His diverse background and broad range of experience allow John to cater to a wide clientele, including individuals, businesses, and institutions.
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
VT
02/09/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MANCHESTER CENTER VT)
VT
02/09/2017 - 01/25/2018
LINCOLN INVESTMENT (RUTLAND VT)
MA
09/05/2007 - 07/06/2016
FUNDS DISTRIBUTOR, LLC (BOSTON MA)
BOTH
Issued 05/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 7 - General Securities Representative 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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