Jack Destefano
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
Bridgewater, NJ 08807
Credentials
Series 66
Industry experience
15 years
Jack Destefano is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career on the floor of the New York Stock Exchange, working with Raymond C. Forbes, and joined Merrill in 2011. He has also contributed to the firm by mentoring and teaching new advisors in its training program for over four years.
Jack employs a goals-based planning approach that focuses on each client's unique situations and ambitions. He dedicates time to helping clients define the purpose of their wealth and what successful outcomes look like professionally, financially, and personally. Based on this understanding, he and his team develop customized investment strategies tailored to clients' specific needs. Jack is committed to assisting clients in navigating changing market environments with clear and straightforward explanations.
He holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC), and Certified Plan Fiduciary Advisor® (CPFA®). Jack earned a Bachelor of Science degree in Environmental and Business Economics from Rutgers University. He lives in Colts Neck, New Jersey, with his wife, Eva, and their two children. Outside of work, Jack enjoys golfing, traveling, and has recently received his scuba diver certification.
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
100 Somerset Corporate Blvd
Bridgewater, NJ 08807
New Jersey · Texas
Bank Of America, N.a.
2011 - Present (15 years)
Merrill
2011 - Present (15 years)
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