Jonathan Landry, financial advisor Burlington VT
90 score

Jonathan Landry

CRD Number: 6004737
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jonathan Landry (CRD# 6004737) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Burlington, VT Feb 2012 - Current 4
Merrill Lynch Burlington, VT Nov 2011 - Current 5
Training For Hockey Season Lexington, MA Jun 2011 - Oct 2011 < 1
Kalamazoo Wings Kalamazoo, MI Jan 2010 - May 2011 1
Worcester Sharks Worcester, MA Mar 2011 - Apr 2011 < 1
Bridgeport Sound Tigers Bridgeport, CT Nov 2010 - Mar 2011 < 1
Grand Rapids Griffins Grand Rapids, MI Feb 2011 - Feb 2011 < 1
Ontario Reign Ontario, CA Nov 2009 - Jan 2010 < 1
Cincinnati Cyclones Cincinnati, OH Oct 2009 - Nov 2009 < 1
Rochester Americans Rochester, NY Oct 2009 - Oct 2009 < 1
Training For Hockey Season Lexington, MA Jun 2009 - Oct 2009 < 1
Columbus Blue Jackets Columbus, OH Mar 2007 - Jun 2009 2
College Of The Holy Cross Worcester, MA Aug 2003 - May 2007 3
Twin Focus Capital Partners Boston, MA Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Jonathan A. Landry
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • VT
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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