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Jeffrey Alan Jacobs

Advisor at Merrill — Saxtons River, VT

Updated today

Credentials

Series 63, Series 65

Experience

35 years

Location

Saxtons River, VT

Merrill logo

Merrill

Institution

Total advisors

25,588

Across 3,189 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Jeffrey Jacobs is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Merrill since 1991 and is also associated with Bank of America, N.A. since 2011. Outside of his advisory role, he owns a sole proprietorship focused on an owner-occupied brownstone investment and serves on the board of Vermont Academy, a private boarding school in Saxtons River, VT. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management Wealth management

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Saxtons River, VT

Saxtons River VT

Advisors at this office

1

Most active in

New Hampshire · New York · Texas · Vermont

Work history

35 years of industry experience

Bank Of America, N.A.

2011 - Present • 15 years

New York, NY

Merrill

1991 - Present • 35 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher M

Series 63, Series 65

Chester, VT

Ox Lux Advisory LLC

Christopher Mason is a financial advisor at Ox Lux Advisory LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aaron Wealth Advisors and Specialist TeleMed LLC. Before entering finance, he spent seven years at Saudi Aramco. Ox Lux Advisory LLC serves individuals, high-net-worth clients, and charitable organizations with financial planning and portfolio management tailored to client goals and risk tolerance. The firm uses a combination of modern portfolio theory, quantitative, and technical analysis, providing regular account reviews and customized investment strategies.

Options & derivatives strategies Concentrated stock management Passive / index investing
user avatar

Hudsen H

CFP®, Series 65

Chester, VT

Afs Wealth Management Llc

Hudsen Hagland is a CFP® professional at AFS Wealth Management LLC with five years of industry experience. Before founding AFS Wealth Management, he worked at SHP Wealth Management, LLC and Fisher Financial Advisors, LLC. AFS Wealth Management LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm employs model portfolios based on modern portfolio theory, charting, and cyclical analysis, managing a range of asset types with discretionary trading authority while accommodating client restrictions.

Wealth management
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Heather T

Series 65

Walpole, NH

Best Life Infinity, LLC

Heather Thompson is a Series 65-licensed financial advisor with eight years of industry experience. She has held positions at Best Life Infinity, LLC since 2023 and previously worked at Investment Advisor Group, American Tax and Financial Planners, and Investment Advisor Alliance. Before entering the financial sector, she taught at SAU 29 Keene High School and provided private tutoring. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors. The firm offers investment management, financial planning, and retirement rollover advice, employing a range of strategies based on asset allocation, diversification, and both active and passive management.

Options & derivatives strategies Cash flow / budgeting General tax planning Military & Veterans Sandwich Generation
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Michael A

Series 63, Series 65

Townshend, VT

Archer Investment Corporation

Michael Adrian III is a financial advisor at Archer Investment Corporation with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer since 2019. Prior to this, he spent over two decades at H.D. Vest Advisory Services and H.D. Vest Investment Services. Adrian is also a member of the Board of Directors for the Leland & Gray Education Foundation and is involved in tax preparation and accounting through Adrian & Adrian, LLC. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million using both discretionary and model-based strategies, focusing on diversified portfolios that include equities, fixed income, mutual funds, ETFs, and options.

Active portfolio management Options & derivatives strategies
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Richard A

Series 66

Walpole, NH

Flagship Harbor Advisors, LLC

Richard Anderson is a financial advisor with Flagship Harbor Advisors, LLC in Walpole, NH. He holds a Series 66 designation and has 18 years of industry experience. Anderson has been with Flagship Harbor Advisors since 2012 and has also worked with LPL Financial since 2011. Outside of his advisory work, he refers personal injury and medical-related cases to attorneys under established referral fee practices in New Hampshire. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and uses a combination of mutual funds, ETFs, individual securities, and independent managers with both fundamental and technical analysis across various trading strategies.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Business sale tax planning Founder/Business Owner Executive
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Norman J

Series 63, Series 66

Keene, NH

Commonwealth Financial Network

Norman Juniewic Jr. is a financial advisor with Commonwealth Financial Network in Keene, NH, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. His career includes over 20 years at LPL Financial, along with prior roles at Raymond James Financial Services and his own firm, Juniewic Financial Group. He is also involved in fixed insurance sales through a private entity he owns, Norman Juniewic, LLC. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and offers a comprehensive platform including managed-account programs, access to third-party asset managers, and retirement consulting, managing over $200 billion in client assets.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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