Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 94104
Jerod Mah is a Private Wealth Manager with Merrill Private Wealth Management. He works with high net worth clients, including entrepreneurs, business owners, corporate executives, multi-generational families, family offices, private equity principals, and institutions. Jerod and his team maintain a selective client base to provide customized wealth management strategies and build long-term relationships tailored to individual financial goals and life transitions.
Jerod has over 40 years of experience in the financial services industry and has spent his entire career at Merrill. His expertise encompasses managing complex wealth situations through market cycles and significant economic events. Jerod’s approach includes simplifying clients' financial lives, planning for liquidity events, facilitating family wealth conversations, and helping with legacy planning to transition wealth and values across generations.
Jerod holds a Bachelor’s Degree from the University of Minnesota and maintains professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He has been actively involved with the University of Minnesota Foundation as a trustee and serves on investment advisory boards. In his personal time, Jerod enjoys golfing, tennis, and spending time with his family.
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - Present (7 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - 2019 (1 year)
University of California, Berkeley
2018 - 2019 (1 year)
Break
2017 - 2018 (1 year)
University of San Francisco
2015 - 2017 (2 years)
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