Jena Schwener, financial advisor Boulder CO

Jena Schwener

CRD 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.

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Company Name Location Dates Years
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
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Jena L. Schwener
Phone Number: 800-637-7455
Firm Website: http://www.pbig.ml.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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 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)
  • 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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