John Jacobs
John Jacobs is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Las Cruces, NM, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
425 S Telshor Blvd, Las Cruces, NM, 88011
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Regulatory History (2)
Customer Dispute
January 2024Customer Dispute
September 1999Other Business Activities
John is the owner of JK Investment Properties (since 2021), has power of attorney for a custodial investment account (since 2014), is involved with The Diamond Barrel Ranch LLC (since 2021), owns Rental Property 1 (since 2023), has power of attorney for KJ IRA (since 2017), and owns JJ Homes (since 2025). These activities require minimal time commitment and are primarily related to rental income and assisting with investment management.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.