Robert Jurkiewicz
Advisor at Merrill
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.
Advisor at Merrill
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.
Robert Jurkiewicz is a Wealth Management Advisor at Merrill Lynch Wealth Management and a founding member of The JB Group. He has been with Merrill since 1989, advising a select circle of affluent client families across the United States. His practice focuses on complex, multi-generational wealth management challenges, including wealth transfer, retirement planning, and philanthropic strategies. Robert's client base includes senior-level executives, successful business owners, and landowners in various industries such as energy, technology, and finance.
He holds multiple professional designations including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Retirement Plans Specialist (CRPS), and Certified Plan Fiduciary Advisor (CPFA). Robert is a graduate of Colorado College with a Bachelor's degree in International Political Economy and earned an MBA in Finance and Accounting from the University of Chicago Booth School of Business.
Robert is committed to community involvement and founded a group within his office to support local charitable organizations, including Judi's House, Wapiyapi, Listen Foundation, Cancer League of Colorado, and Clothes to Kids. He and his wife Rachel, a retired oncology nurse and hospice volunteer, reside in Denver and enjoy outdoor activities such as golfing, hiking, skiing, and fly fishing.
Bank of America, NA
2021 - Present (5 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2021 - Present (5 years)
Bank Of America,Na
2009 - 2021 (12 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1991 - 2021 (30 years)
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