Michael Alan Jacobs
Advisor at Merrill — Reno, NV Kietzke Ln
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.
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.
Credentials
Series 66
Experience Industry experience
7 years
Location
Reno, NV 89511
Merrill
Institution
Michael Jacobs is a Wealth Management Advisor with Merrill Lynch Wealth Management, focusing on helping families and individuals develop personalized financial strategies. Since entering the financial services industry in 2017 after graduating from the University of Nevada, Reno, Michael has specialized in complex wealth management strategies and retirement planning. His client-centric approach involves identifying and prioritizing financial goals, including estate planning, investments, tax minimization, wealth transfer, and retirement income, to create tailored plans that fit each client’s unique circumstances.
Michael holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, the Chartered Retirement Planning Counselor (CRPC) credential, and the Personal Investment Advisor (PIA) designation. He aims to build trust with clients by working closely with them one-on-one to optimize their resources and support their long-term financial objectives. In addition to his professional work, Michael is engaged in community activities in line with Merrill’s tradition of service, and he enjoys a variety of outdoor activities such as baseball, biking, camping, fishing, football, hiking, hunting, ice skating, skiing, and spending time with his family.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Reno, NV Kietzke Ln
5370 Kietzke Ln
Reno NV 89511
Advisors at this office
24
Nevada · Texas
7 years of industry experience
Bank of America, N.A.
2017 - Present • 9 years
Reno, NV
Merrill
2017 - Present • 9 years
Reno, NV
Target Corporation
2015 - 2017 • 2 years
Reno, NV
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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