Jayson Tanzman
Advisor at Merrill
Updated today
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.
About
Jayson Tanzman is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a career spanning over 21 years, Jayson focuses on providing personalized financial analysis and planning to a diverse client base including families, retirees, corporate executives, entrepreneurs, and nonprofit organizations. His approach centers on understanding each client's unique needs to help them pursue and achieve their financial and life goals.
Jayson holds the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a bachelor's degree from the University of Hartford. His experience includes advising on multi-generational and philanthropic needs, which complements his involvement in the nonprofit sector. Jayson is a 25-year member of the Rotary Club of Pittsfield and a Paul Harris Fellow. He serves on the board of the Berkshire Humane Society and has previously served on boards of several local organizations.
Residing in Pittsfield with his wife and two daughters, Jayson enjoys golfing and playing hockey. He maintains a commitment to community participation consistent with Merrill’s tradition of service.
Expertise
General retirement planning
Wealth management
Charitable giving & philanthropy
Multi-generational wealth transfer
Work history
Bank Of America, N.a.
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2003 - Present (23 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Robert C
Series 66
Pittsfield, MA
Edward Jones
Jacob G
Series 63, Series 66
East Nassau, NY
Fidelity
Jacob Guevara is the Branch Leader at Fidelity Investments' Albany Investor Center, a role he has held since 2024. He co-leads the center with a dedication to Fidelity's mission and values, focusing on financial planning and making an impact during important financial moments for clients. Jacob is committed to ensuring that every client interaction is meaningful and meets high standards of service. Jacob has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Senior Service Support Specialist, Managed Account Support Specialist, and several leadership roles within Advisory Services and Relationship Management. His experience spans client advising and team leadership, reflecting a depth of knowledge in financial services and client relationship management. Outside of his professional responsibilities, Jacob enjoys cooking and baking, fitness, and gardening.
Regina G
Series 66
Adams, MA
Edward Jones
Corey D
Series 66
Lenox, MA
Edward Jones
Stephen G
Series 65
Pittsfield, MA
Stephen P Galib CRPC
Phuong L
CFP®, Series 65
Pittsfield, MA
Just Wealth LLC
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