Jack Mckeough

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Muskegon, MI
• 08/2013 → 12/2018
  Michigan State University
  East Lansing, MI
• 04/2016 → 08/2017
  Cutco
  East Lansing, MI
• 08/2016 → 06/2018
  Multi State Insurance
  Grand Haven, MI
• 07/2018 → 03/2019
  Terra Firma Management
  Grand Haven, MI
• 01/2018 → 03/2019
  Michigan Salted
  Grand Haven, MI
• 06/2019 → Present
  Bank Of America, N.A.
  Muskegon, MI

Other Businesses

For profit or not for profit: For Profit Name of outside business organization: Michigan Salted Investment related: No Address of business: Grand Haven, MI Position, title, association: Help with some digital marketing and web store Start date of relationship: 1/1/2018 Number of hours devoted: Less than 5 hours a month Michigan Salted is my mom's small business. She sells a cooking seasoning salt and I occasionally help her out. I rarely do anything for her but when I do she does pay me a little bit.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-07