Jason Marcieski
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
Greensburg, PA 15601
Credentials
Series 63, Series 65
Industry experience
17 years
Jason Marcieski is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. His services encompass general investing, retirement planning, and preparation for unexpected financial needs. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions.
Jason holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Temple University. He emphasizes an individualized approach, seeking to uncover what matters most to each client and their family in order to create tailored financial strategies that align with their objectives.
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
1225 S Main St
Greensburg, PA 15601
Pennsylvania · Texas
Bank of America, N.A.
2024 - Present (2 years)
Merrill
2024 - Present (2 years)
Vicus Capital, Inc
2023 - 2024 (1 year)
Iron Point Financial
2023 - 2024 (1 year)
Cetera Advisor Networks
2023 - 2024 (1 year)
NYLIFE Securities LLC
2022 - 2023 (1 year)
New York Life Insurance
2022 - 2023 (1 year)
University of the Cumberlands
2021 - 2023 (2 years)
Mindflow
2017 - Present (9 years)
Cosmic 7
2013 - 2017 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Real estate agent
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Other specialized services
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Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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