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Jeffrey J
Series 63, Series 65
Saxtons River, VT
Merrill
Jeffrey Jacobs is a financial advisor with Merrill in Saxtons River, VT, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Merrill for over three decades and concurrently with Bank of America for 15 years. Outside of his advisory work, Jacobs owns a proprietorship that manages an owner-occupied brownstone and serves on the board of Vermont Academy, a private boarding school in Saxtons River. Merrill, together 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 investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.
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