Jesse Downing

Advisor at Merrill

Updated today

Location

Cutchogue, NY

Credentials

Series 66

Industry experience

17 years

About

Jesse Downing is a Wealth Management Advisor at Merrill Lynch Wealth Management and serves as the managing partner of the team. He oversees the wealth advisory process within the practice and collaborates with the team’s financial advisors on planning strategies and investment guidance for clients. Jesse focuses on client areas such as family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income.

He holds multiple professional designations including the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation. Jesse also has earned the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials. He earned his Bachelor’s degree from Baruch College's Zicklin School of Business.

Jesse lives in Brooklyn, New York with his wife and two children. Outside of his professional career, he enjoys biking, boating, cooking, fishing, music, reading, traveling, and spending time with his family. He actively supports charitable causes related to cancer research.

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

Wealth management Passive / index investing Active portfolio management Retirement income strategy General retirement planning

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$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)

Other

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

Location

Cutchogue, NY

Most active in

New Jersey · New York · Texas

Work history

Bank Of America, N.a.

2012 - Present (14 years)

Merrill

2012 - Present (14 years)

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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