Merrill Lynch Financial Advisor Jacob Mallison

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Jacob Mallison is a financial advisor based in Fort Worth, Texas, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Jacob focuses on providing personalized financial guidance to help clients navigate their financial journeys. His services are designed for individuals and families seeking to enhance their financial well-being and achieve their long-term objectives.

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