Jeremiah Hooker
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.
Location
Short Hills, NJ 07078
Credentials
Series 66
Industry experience
3 years
Jeremiah Hooker is a Financial Advisor at Merrill Lynch Wealth Management specializing in working with lawyers. Since 2022, he has helped his clients plan and invest for their desired financial futures, focusing on turning high income into lasting wealth and balancing competing financial goals.
Jeremiah's expertise includes college education planning, legacy planning, liquidity management, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds multiple professional designations, including Certified Financial Planner (CFP), Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA).
He earned a Bachelor's Degree from Northwestern University and a Master's Degree from Gordon-Conwell Theological Seminary. Outside of his professional work, Jeremiah is involved with Renaissance Church in Springfield, NJ, and enjoys football, golf, reading, spending time with his family, tennis, and watching movies.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
51 John F Kennedy Pkwy
Short Hills, NJ 07078
New Jersey · Texas
Bank of America N.A.
2022 - Present (4 years)
Merrill
2022 - Present (4 years)
Salem Five Cents Savings Bank
2021 - 2022 (1 year)
Gordon-Conwell Theological Seminary
2020 - 2022 (2 years)
Gordon-Conwell Theological Seminary
2020 - 2022 (2 years)
Unemployed
2020 - 2020 (1 year)
Lowe's Department Stores
2020 - 2020 (1 year)
Cru
2018 - 2020 (2 years)
Porter Hills Retirement Community
2018 - 2018 (1 year)
Unemployed
2018 - 2018 (1 year)
Northwestern University
2018 - 2018 (1 year)
Porter Hills Retirement Community
2017 - 2017 (1 year)
D&N Construction
2017 - 2017 (1 year)
B&B Department Stores
2016 - 2016 (1 year)
Northwestern University
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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