Jena SchwenerCRD Number: 6588835
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jena Schwener (CRD# 6588835) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Meridian Wealth Management LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boulder, CO||Sep 2019 - Current||2|
|Rbc Capital Markets, LLC||Boulder, CO||Jul 2015 - Sep 2019||4|
|Retrohardware Inc.||Basalt, CO||Jun 2013 - Jul 2015||2|
|Retrohardware Inc.||Basalt, CO||May 2012 - Jul 2015||3|
|Britishlabradors.com||Houlton, WI||Nov 2013 - Jul 2014||< 1|
|Barbara Hansen||Stillwater, MN||May 2010 - Jul 2014||4|
|Comfort Lake-forest Lake Watershed District||Forest Lake, MN||Mar 2014 - May 2014||< 1|
|Colossal Cafe||St. Paul, MN||Mar 2013 - Sep 2013||< 1|
|Riverside Bar & Grill||Basalt, CO||May 2013 - Aug 2013||< 1|
|Sustainable Settings||Carbondale, CO||May 2013 - Aug 2013||< 1|
|St. Paul Parks & Recreation||St. Paul, MN||Feb 2013 - May 2013||< 1|
|University Of Mn||St. Paul, MN||Sep 2011 - May 2013||1|
|Riverside Bar & Grill||Basalt, CO||Jun 2012 - Aug 2012||< 1|
|University Of Mn||St. Paul, MN||Oct 2011 - Apr 2012||< 1|
|Great Plains Institute||Minneapolis, MN||Sep 2011 - Jan 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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