Jacob Thomas
Jacob Thomas is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Farmington Hills, MI, with 23 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
39001 W 12 Mile Rd, Farmington Hills, MI, 48331
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2020Other Business Activities
Jacob owns Jepetto's L.L.C., an investment property and land company, dedicating a few hours per week to property rehabilitation, rental, prospecting, acquisition, and sale. Jacob also works as a self-employed actor as an extra/background for film, spending nearly full-time hours on this activity, though it is occasional and without steady income.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Lasalle Financial Services, INC.
Lasalle Financial Services, INC.Broker
State Registrations37 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.