Jake Mcpherson
Jake Mcpherson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Nashua, NH, with 5 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
213 Daniel Webster Hwy, Nashua, NH, 03060
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Regulatory History (1)
Employment Separation After Allegations
June 2022Other Business Activities
Jake works as waitstaff at Chunky's Cinema Pub, a non-investment-related business. This takes up approximately 60 hours per month.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations10 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.