William Juergens, financial advisor Ann Arbor MI
93 score

William Juergens

CRD Number: 4495457
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

William Juergens (CRD# 4495457) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ann Arbor, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, Na Ann Arbor, MI May 2010 - Current 6
J.p. Morgan Securities Inc. Ann Arbor, MI Sep 2006 - Current 10
J.p. Morgan Securities Inc. Ann Arbor, MI Jul 2006 - Current 10
Bear, Stearns & Company Inc. Ann Arbor, MI Oct 2008 - Oct 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for William R. Juergens
Phone Number: 800-637-7455
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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