Jennifer Van Kleeck, financial advisor Beverly Hills CA

Jennifer Van Kleeck

CRD Number: 3123520
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jennifer Van Kleeck (CRD# 3123520) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Beverly Hills, CA Apr 2015 - Current 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverlly Hills, CA Oct 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for Jennifer Van Kleeck
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CA
  • 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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