Douglas Jackson Jr.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Little Rock, AR 72212
Credentials
Series 63, Series 65
Industry experience
32 years
Douglas Jackson Jr. is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since joining Merrill in 1997, he has built long-term relationships with high-net-worth clients, focusing on the deployment of their wealth to align with their unique interests and objectives. He collaborates with clients' other professional advisors, including attorneys and accountants, to provide financial guidance that supports their overall financial goals.
With over three decades of experience in financial services, Douglas specializes in security selection, portfolio construction, retirement strategies, and wealth planning. He is dedicated to delivering a high level of client service and satisfaction. His approach includes anticipating key decision points and helping clients weigh their options relative to their goals.
Douglas earned a Bachelor's Degree from the University of Arkansas System. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He is involved in community service through his positions on the boards of directors for Arkansas Children's Hospital and Goodwill Industries of Arkansas, including the foundation board of the latter. Outside of work, Douglas enjoys golfing, spending time with his family, and traveling.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
2200 N Rodney Parham Rd
Little Rock, AR 72212
Arkansas · Ohio · Texas
Bank Of America,Na
2009 - Present (17 years)
Merrill
1997 - Present (29 years)
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