Matthew Jacobson
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.
Matthew Jacobson is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies that align with their evolving financial goals and market conditions. Matthew provides access to investment insights from Merrill as well as banking and lending solutions from Bank of America.
His areas of expertise include college education planning, executive and equity compensation services, family wealth management, retirement planning and income strategies, portfolio management, and tax minimization. He works to empower clients by integrating comprehensive financial planning, portfolio diversification, insurance strategies, and trustee services tailored to individual needs.
Matthew holds a Master in Accounting (MAcc) from The Ohio State University Fisher College of Business and a Bachelor in Business Administration with an emphasis in Accounting from the California State University System. He has earned the Personal Investment Advisor (PIA) designation and is fluent in English and Dutch. Outside of work, Matthew enjoys a range of activities including billiards, boating, bowling, golfing, hiking, horseback riding, hunting, music, softball, and spending time with his family.
Bank of America, N.A
2019 - Present (7 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - Present (7 years)
Data Recognition Corporation (DRC)
2019 - 2019 (1 year)
JOANN Stores, LLC
2018 - 2019 (1 year)
Axa Advisors, Llc
2018 - 2019 (1 year)
UnEmployed
2018 - 2018 (1 year)
Best Time RV, LP
2017 - 2018 (1 year)
UNEMPLOYED
2017 - 2017 (1 year)
Everywhere Wireless, LLC
2017 - 2017 (1 year)
UNEMPLOYED
2016 - 2017 (1 year)
Kelly Services, Inc.
2016 - 2016 (1 year)
UNEMPLOYED
2016 - 2016 (1 year)
UNEMPLOYED
2016 - 2016 (1 year)
UNEMPLOYED
2016 - 2016 (1 year)
The Ohio State University, Fisher College of Business
2015 - 2016 (1 year)
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