Kristin Kochanski
CRD Number: 3148631Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kristin Kochanski (CRD# 3148631) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Beach Gardens, FL and has over 23 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach, FL | Apr 2024 - Current | < 1 |
| Jp Morgan Chase Bank, N.a. | Jupiter, FL | Oct 2023 - Apr 2024 | < 1 |
| J.p. Morgan Securities LLC | Jupiter, FL | Sep 2023 - Apr 2024 | < 1 |
| First Republic Investment Management, Inc. | Jupiter, FL | Jan 2020 - Apr 2024 | 4 |
| First Republic Securities Company, LLC | Jupiter, FL | Jan 2020 - Oct 2023 | 3 |
| Jpmorgan Chase Bank, N.a. | New York, NY | Oct 2010 - Jan 2020 | 9 |
| J.p Morgan Securities Inc. | New York, NY | Nov 2009 - Jan 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- TX
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Total Assets Under Management1,271,594MILLIONS
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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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