Andrew Jones, financial advisor Annapolis MD

Andrew Jones

CRD Number: 6993062
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Andrew Jones (CRD# 6993062) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Annapolis, MD Aug 2018 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis, MD Jul 2018 - Current 5
Unemployed Annapolis, MD May 2018 - Jul 2018 < 1
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Lacrosse Unlimited Annapolis, MD Jun 2017 - Aug 2017 < 1
Lawnscapes Etc Inc. Crofton, MD Jun 2017 - Aug 2017 < 1
Boog's Barbeque Baltimore, MD May 2017 - Jul 2017 < 1
Arlington Echo Outdoor Education Center Millersville, MD May 2016 - Aug 2016 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Andrew R. Jones
Phone Number: 800-637-7455
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, WY

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