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Jacob B

Series 63, Series 66

Walla Walla, WA

Merrill

Jacob Barnhart is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2007 alongside his father in Walla Walla, Washington, later relocating to Seattle in 2014, and joining Merrill Lynch in 2017. Jacob specializes in 401(k) plans and assists business owners and executives with customized qualified retirement plan designs and financial strategies aimed at maximizing tax-deductible contributions. Jacob holds several professional designations, including Certified 401(k) Professional (C(k)P®), Retirement Benefits Consultant (RBC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned a Bachelor of Arts degree in Sociology from Seattle University and an Associate of Arts degree from Walla Walla Community College under the Post 9/11 GI Bill. Prior to his financial career, Jacob served four years in the United States Marine Corps with multiple tours overseas. In addition to his professional work, Jacob is involved with the Walla Walla Humane Society and participates in the community through organizations such as Siri Brazilian Jiu Jitsu. His personal interests include biking, golfing, music, reading, swimming, and spending time with family.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Tax strategies for small businesses Founder/Business Owner Executive Military & Veterans
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