Jacob Johnson
,
Assistant Vice President, Wealth Management Advisor
8300 Norman Ctr Drive
Bloomington, MN 55437
952.820.1920
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Jake brings over a decade of financial services experience to Merrill and is passionate about delivering consultative, goals-based strategies for clients to help them reach their unique ambitions. 

Prior to joining Merrill in 2022, Jake served in similar wealth management and leadership roles at several of the nation’s leading banks and financial services companies. He earned his B.A. in Political Science and Religion from Concordia College – Moorhead, and began his finance career in Chicago before moving back to the Minneapolis area. Jake is a CFP® professional, holds the Chartered Retirement Planning Counselor, CRPC designation, as well as the Certified Trust and Fiduciary Advisor, CTFA designation issued by the ABA Institute of Certified Bankers .

Jake and his wife Marisa live in Eagan with their two young daughters and golden retriever. In his free time, you can find Jake exploring local parks with his girls or on the golf course.

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About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Stephanie R. Schmit
Wealth Management Client Associate
952.820.1978
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Ross H Evenson
Wealth Management Banking Specialist
Merrill
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Conor Durkin
Associate Investment Advisory Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Jacob Johnson is registered to do business in AZ, CA, CO, FL, IA, IL, KS, KY, MN, MO, NC, NY, OR, VT, WI.