Jeremiah Hooker
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
Short Hills, NJ 07078
Credentials
Series 66
Industry experience
3 years
Jeremiah Hooker is a Financial Advisor at Merrill Lynch Wealth Management specializing in working with lawyers. He focuses on helping clients plan and invest for the financial futures they desire, particularly those navigating the complexities of high income and demanding careers.
Since 2022, Jeremiah has assisted lawyers in turning strong income into lasting wealth, prioritizing competing financial goals such as retirement, debt reduction, and funding education. His approach includes creating tailored financial plans that incorporate tax-smart strategies and asset allocation designed to protect wealth across generations. He holds several professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Jeremiah earned a Bachelor's Degree from Northwestern University and a Master's Degree from Gordon-Conwell Theological Seminary.
Outside of his professional work, Jeremiah is involved with Renaissance Church in Springfield, NJ. His personal interests include football, golfing, reading, spending time with family, tennis, and watching movies.
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
51 John F Kennedy Pkwy
Short Hills, NJ 07078
New Jersey · Texas
Bank of America N.A.
2022 - Present (4 years)
Merrill
2022 - Present (4 years)
Salem Five Cents Savings Bank
2021 - 2022 (1 year)
Gordon-Conwell Theological Seminary
2020 - 2022 (2 years)
Gordon-Conwell Theological Seminary
2020 - 2022 (2 years)
Unemployed
2020 - 2020 (1 year)
Lowe's Department Stores
2020 - 2020 (1 year)
Cru
2018 - 2020 (2 years)
Porter Hills Retirement Community
2018 - 2018 (1 year)
Unemployed
2018 - 2018 (1 year)
Northwestern University
2018 - 2018 (1 year)
Porter Hills Retirement Community
2017 - 2017 (1 year)
D&N Construction
2017 - 2017 (1 year)
B&B Department Stores
2016 - 2016 (1 year)
Northwestern University
2014 - 2018 (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
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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