Now’s the time to have the bull at your back, with Merrill.

Now’s the time to have the bull at your back, with Merrill.

Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.

Learn more

Jamin M. King, CEPA, AWMA

First Vice President
Associate Resident Director
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Merrill Lynch
Wealth Management

I’ve celebrated milestones with
clients and helped during
tough times.
My mission to bring them my
knowledge, know-how and
a level of care they often
don’t expect.

Profile

Across South Carolina and in more than ten other states, Jamin delivers a boutique-like wealth management experience to a loyal and growing circle of referred clients. Many are active or retired business owners,
C-suite executives, attorneys, physicians, and generations of their families.

While diverse in their achievements and ambitions, most clients share a need for an advisor like Jamin who proactively assists by coordinating distinct aspects of their financial affairs. From risk-managed investing, retirement/income planning, to exit planning, cash flow and liability management, to tax-minimization and estate planning strategies, Jamin is hands-on and ears-open, working closely with clients and their CPAs and attorneys.

“If a client can benefit from me attending a meeting, I’m there – to interpret ‘legal-ese, accounting-ese’ and orchestrate next steps,” Jamin says. “I also show clients different scenarios, and how each might impact their financial picture. Whether I help a top executive optimize compensation, streamline the financial needs of a business owner, or sit with a widow after their husband passed, developing a personal connection and knowing I’ve helped means the world to me.” 

When it comes to investing, Jamin creates each client’s portfolio based on their goals, risk tolerance, investment timeline, liquidity needs and other personal preferences. He encourages clients if they have questions, to visit his office or call anytime. Jamin’s background also reminds him to communicate clearly with clients – simplifying explanations, so that clients can understand and follow the strategy they’ve agreed upon. 

Having previously been a business owner, Jamin knows the challenges of running a business, owning property, and keeping pace with the daily rigor of serving customers, caring for employees and managing finances. He works closely with business owners to create a strategic plan that can help them identify, prioritize and pursue their goals – whether they’d like to sell their enterprise or pass it along.

Jamin joined Merrill in 2014 after spending five years at Edward Jones as a financial advisor. He began his financial services career in 2007 at Fidelity Investments. Prior to that, he served in the United States Navy for eight years as an Operation Specialist. Bringing this discipline and training to each relationship, he feels privileged to assist clients whose values and achievements he admires.  

A dedicated family man, Jamin resides in Aiken where he enjoys free time with his wife and five children.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Banking and Lending services provided by Bank of America, N.A.
*Jamin King NMLS ID 1276253

    Professional Staff

    Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

    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.

    Ryan Thrower

    Wealth Strategist

    Merrill

    Alexander Shaw

    Credit Consultant

    Bank of America, N.A.

    NMLS #1436162

    Where do we begin? It starts with you.

    At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

    Understanding Your Life

    Welcome

    My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

    Philosophy

    I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

    Approach

    I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

    Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

    Your approach to investing

    Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

    Understanding your goals and priorities

    Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

    Capabilities

    My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

    Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

    Focus On Individuals, Families and Small Businesses

    I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

    • Health: Managing healthcare expenses, now and in the future
    • Home: Upsizing, downsizing, remodeling or buying a vacation home
    • Family: Taking care of your family and other people in your life
    • Leisure: Spending your free time in meaningful ways
    • Giving: Volunteering, mentoring others and giving to charities
    • Work: Working in retirement, selling or starting a business
    • Finance: Bringing it all together and defining your financial goals

    This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

    Staying on Track

    We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



    Reviews to help you
    stay on track

    We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



      Changes in your life
      and to your goals

      Your life and goals change. As these changes occur, we can update your approach to reflect them.

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        Let’s Have a Conversation

        Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

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        Why Merrill?

        As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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        Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.


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        No question too big or moment too small

        For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

        Personalized advice from a dedicated financial advisor.

        We get to know you and your family, your financial situation and what matters most to you.

        A comprehensive approach, built around your life’s priorities.

        Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

        Adjusting your investment approach as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.