Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
1yr
Jack Lvovsky
Financial advisor at Merrill
Based in Washington, District of Columbia, Jack Lvovsky is a fiduciary financial advisor with 1 year of industry experience. Jack has been with Merrill since 2025. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 1327 advisors with offices in Washington, and one of 1282 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1800 K St NW, Washington, DC 20006
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2025 – nowMerrillCurrent firm
Contact Jack
1800 K St NWWashington, DC 20006Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Jack
Tailored to Jack’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jack
How do I contact Jack?
Call Merrill at (800) 637-7455 and ask for Jack Lvovsky. Jack works from the Washington, DC office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Jack hold?
Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jack for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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