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Jarrod Rumley

First Vice President, Senior Financial Advisor, Senior Portfolio Advisor

Jarrod Rumley is the First Vice President and a Senior Financial Advisor at Merrill Lynch Wealth Management, where he is focused on financial strategies for The Corcoran Rumley Group.1 The Corcoran Rumley Group offers assistance to entrepreneurs, business owners, attorneys, and successful individuals, providing them with financial strategies for their personal wealth.12 The team strives to offer an investment and communication process to simplify clients’ lives, taking a holistic and integrated approach to wealth management in order to customize a financial strategy that helps clients pursue their goals.12

Rumley was born in September 1984 and is 40 years old.3

Before joining Merrill Lynch Wealth Management in February 2015, Rumley was the founder and CEO of Legal Simplicity, a software company that streamlined the shareholder liquidity process for mergers and acquisitions, from August 2013 to February 2015.1 Prior to that, he held a strategic role at SecondMarket, working with venture-backed private companies and their law firms to develop customized strategies and structures for offering shareholder liquidity.1 He worked as a Senior Associate at SecondMarket from April 2012 to March 2013, and as an Associate from December 2010 to March 2012. Earlier in his career, Rumley was an Account Director at The Deal from July 2007 to December 2010.1

Rumley graduated from Columbia College Chicago with a bachelor's degree in 2007.1 He has a Personal Investment Advisor license from Merrill Lynch Internal, issued in November 2020.1 Forbes recognized him as a "Best-in-State Next Generation Wealth Advisor" in September 2019.1

Highlights

Sep 4 · advisor.ml.com
The Corcoran Rumley Group - Financial Advisors in New York, NY ...
The Corcoran Rumley Group - Financial Advisors in New York, NY ...

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Jarrod Rumley
Jarrod Rumley, photo 1
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Location

New York, United States