John Jacobs
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.
Firm
Merrill
Location
Las Cruces, NM 88011
Credentials
Series 63, Series 65
Industry experience
40 years
About
John Jacobs is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1985. He is the lead investment strategist and director of the JD & Associates team and a Senior Portfolio Manager who manages personalized and defined strategies, incorporating a range of investment options to help clients pursue their financial objectives. John's expertise encompasses areas such as college education planning, family wealth management, legacy planning, philanthropic planning, portfolio management, tax minimization, and retirement income.
John holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Portfolio Manager (CPM), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his Bachelor's and Master's degrees from New Mexico State University. John is also a former Army Airborne Ranger and has served as an officer in the National Guard.
In addition to his professional work, John is active in his community through involvement with organizations such as the Dyslexia Institute, Gospel Rescue Mission, Junior Achievement, and Tutti Bambini. He resides in Las Cruces with his wife, Kelly, and their three children. John enjoys outdoor activities including boating, adventure sports, horseback riding, ice hockey, pickleball, surfing, swimming, and traveling.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
Charitable giving & philanthropy
General estate planning guidance
College savings (529s, UTMA, etc.)
Work history
Bank Of America,Na
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
1985 - Present (41 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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Robin R
Series 63, Series 66
Las Cruces, NM
Edward Jones
Clayton B
CFP®, Series 66
Las Cruces, NM
Edward Jones
Nicholas R
Series 63, Series 66
Las Cruces, NM
Merrill
Nicholas Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. He is dedicated to building relationships rooted in transparency, trust, and candid advice. Nicholas focuses on understanding clients' full financial pictures and what matters most to them in order to create strategic and flexible financial plans that address life's challenges. Nicholas brings expertise in personalized wealth management strategies, emphasizing meticulous planning tailored to individuals’ unique goals, risk tolerance, time horizons, and liquidity needs. He supports clients in pursuing their financial objectives, including retirement planning, business growth and exit strategies, asset protection, and legacy planning. He also leverages the investment insights of Merrill alongside the concierge banking and lending solutions offered by Bank of America. Nicholas earned a Bachelor's Degree from Saint Leo University and holds the Personal Investment Advisor (PIA) designation. He is a member of the Association of Latino Professionals for America and is fluent in English and Spanish.
Larae H
Series 66
Las Cruces, NM
Edward Jones
Lori A
CFP®, Series 66
Las Cruces, NM
Edward Jones
Ernest C
ChFC®, Series 66
Las Cruces, NM
Edward Jones
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