Next-Gen + Top Wealth + Best-in-State · rank 7 · Seattle, Washington · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “Jens Pascucci - Merrill Wealth Management” — forbes_shook
- “Merrill Lynch, Pierce, Fenner & Smith Incorporated” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “We can offer boutique-like attentiveness and accessibility combined with the global perspective and industry experience of Bank of America Global Institutional Consulting.” — firm_official
- Firm type — wirehouse (high)
- “Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated — Firm ID: 7691, BD SEC Number: 8-7221, IA SEC Number: 801-14235” — sec_finra_regulatory
- Team name — Pascucci Group (high)
- “When you work with Pascucci Group, you can expect a high level of commitment, teamwork, personalized service and customized strategies.” — firm_official
- Team size — 4 (medium)
- “Jens Pascucci – Managing Director, Wealth Management Advisor; Bradley Posten – Vice President, Senior Financial Advisor; Heather Steiner – Vice President, Wealth Management Advisor; Stephen J Hollomon – Managing Director” — firm_official
- CRD — 5946737 (high)
- “Individual CRD Number: 5946737 — Jens Pascucci (also known as Jens Rocco Pascucci)” — sec_finra_regulatory
- Years experience — 15 (medium)
- “Last industry calendar date recorded as "2011-08-16"” — sec_finra_regulatory
- Designations — CFA, CFP, other:C(k)P, other:CPFA (high)
- “Jens Pascucci – Managing Director, Wealth Management Advisor (CFA, CFP®, CKP®, CPFA®)” — firm_official
Book of business
- Team AUM ($M) — 4000 (high)
- “Team Assets (Custodied): $4B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum Account Size for New Business: $2M” — forbes_shook
- Typical client net worth ($M) — 70 (high)
- “Typical Net Worth of Relationships: $5-70M” — forbes_shook
- Client niche — institutional investors and retirement plan sponsors alongside private wealth clients (medium)
- “As a Bank of America Global Institutional Consultant, Pascucci Group is among a select group of highly qualified and credentialed consultants who can provide the in-depth knowledge and customized service...” — firm_official
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.ml.com/sites/wa/seattle/pascucci (high)
- “Pascucci Group, Financial Advisors in Seattle, WA 98101 | Merrill” — firm_official
- Value proposition (verbatim) — We can offer boutique-like attentiveness and accessibility combined with the global perspective and industry experience of Bank of America Global Institutional Consulting. (high)
- “We can offer boutique-like attentiveness and accessibility combined with the global perspective and industry experience of Bank of America Global Institutional Consulting.” — firm_official
- Differentiators — boutique attentiveness paired with global institutional scale, Bank of America Global Institutional Consultant credential, one-on-one personalized financial strategy, commitment, teamwork and customized strategies (high)
- “When you work with Pascucci Group, you can expect a high level of commitment, teamwork, personalized service and customized strategies.” — firm_official
- “Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/jenspascucci/ (medium)
- “Jens Pascucci, CFA, CFP®, C(k)P® - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's Top 1,500 Financial Advisors (2023-2026), Barron's Top 250 Private Wealth Management Teams (2024-2025), Financial Planning Top 40 Brokers Under 40 (2023-2026) (medium)
- “Financial Planning's "Top 40 Brokers Under 40" (2023-2026); Barron's "Top 1,500 Financial Advisors" (2023-2026); Barron's "Top 250 Private Wealth Management Teams" (2024-2025)” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “Pascucci Group, Financial Advisors in Seattle, WA 98101 | Merrill” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: blue/gray institutional palette, clean sans-serif layout, professional headshot photography, no team-specific mark. (medium)