Las Cruces, NM 425 S Telshor Blvd Office

Team
Updated today
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Merrill

Institution

Firm-wide stats for Merrill

Total advisors

25,588

Across 3,189 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model‑based and discretionary strategies constructed by internal Chief Investment Office (CIO) teams and third‑party style managers and implements trading, account administration and custody support for individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations and charitable organizations.

Portfolio implementation varies by Strategy: some are model‑based where MAA implements CIO or style manager models, while others authorize third‑party Discretionary Managers to execute trades directly; the CIO also uses strategic and tactical asset allocation and offers “tax aware” versions of related strategies for higher tax‑sensitivity investors. Cash allocations are typically swept through the Bank’s Cash Sweep Program or invested in money market alternatives, and clients can request reasonable investment restrictions (which MAA may accept or decline and may have limited effect where Funds are used).

Several features in the brochure distinguish Merrill from many peers: as part of the Bank of America group it has affiliates that operate in swaps and derivatives markets and it has disclosed planned arrangements to receive “Support Fees” and to offer optional Data Analytics to third‑party firms beginning January 1, 2027 (the brochure notes Merrill will not receive Support Fees for accounts enrolled in the SPS Program). The firm also discloses multiple SEC administrative orders and related enforcement matters (including a 2025 order with a $25 million civil penalty related to cash sweep disclosures), and the Program materials do not present the SPS service as a source of standalone financial planning.

Based on Merrill

Expertise

Tax-loss harvesting Active portfolio management Wealth management

Based on Merrill

Location

425 S Telshor Blvd

Las Cruces NM 88011

Advisors at this office

5

Advisors at this office

user avatar

Tarkeshwar S

Series 66

Las Cruces, NM

Merrill

Tarkeshwar Singh is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. He has worked at Bank of America N.A. since 2024 and has been with Merrill since 2022. Singh is also involved with Transmarket Group LLC, where he has worked since 2010. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Oscar C

Series 63, Series 66

Las Cruces, NM

Merrill

Oscar Camarero is a financial advisor with Merrill and holds Series 63 and Series 66 designations. He has 19 years of industry experience and has been with Merrill and Bank of America since 2016. Outside of his advisory role, he is a co-owner of family rental properties in El Paso, Texas, and Chula Vista, California. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Sharon T

Series 66

Las Cruces, NM

Merrill

Sharon Trujillo is a Series 66–licensed financial advisor with Merrill in Las Cruces, NM, with 21 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1999. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

John J

Series 66

Las Cruces, NM

Merrill

John Jacobs IV is a financial advisor at Merrill with over five years of experience in the industry. He holds a Series 66 designation and has worked previously at Hornbeck Offshore Services and in the United States Navy. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates with Bank of America affiliates to provide a broad capital-markets platform and emphasizes managed account and manager-selection capabilities.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

John J

Series 63, Series 65

Las Cruces, NM

Merrill

John Jacobs III is a financial advisor with Merrill in Las Cruces, NM, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with Merrill since 1985 and also has a longstanding association with Bank of America since 2009. Outside of his advisory role, Jacobs owns and manages several rental property businesses and a family-held ranch LLC. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution and custody services. The firm’s investment approach includes multiple program strategies and extensive manager selection overseen by its CIO and platform oversight, supported by integration with Bank of America’s broader banking and capital-markets platform.

Tax-loss harvesting Active portfolio management Wealth management
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