Jefferey Redford
CRD Number: 2972028Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jefferey Redford (CRD# 2972028) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 12 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City, UT | Aug 2021 - Current | 2 |
Rbc Capital Markets, LLC | Beverly Hills, CA | Jul 2019 - Aug 2021 | 2 |
Morgan Stanley Services Group Inc. | South Jordan, UT | Feb 2018 - Jul 2019 | 1 |
Morgan Stanley | South Jordan, UT | Oct 2012 - Jul 2019 | 6 |
Jet Blue Airline | Salt Lake City, UT | May 2014 - Mar 2015 | < 1 |
Intermountain Healthcare | Murray, UT | Dec 2009 - May 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2011 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- CA
- TX
- UT
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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