Jennifer MetcalfCRD Number: 4611906
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jennifer Metcalf (CRD# 4611906) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carmel, CA and has over 12 years of experience in the finance industry.
J.p. Morgan Securities LLC
Cetera Advisors LLC
Monterey Private Wealth, Inc.
|Bank Of America, N.a.||Carmel, CA||Sep 2014 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Carmel, CA||Nov 2013 - Current||4|
|Unemployed||Monterey, CA||Apr 2012 - Oct 2013||1|
|National Geographic Learning||Monterey, CA||Sep 2010 - Mar 2012||1|
|Universal Staffing - National Geographic Learning||Monterey, CA||Nov 2009 - Aug 2010||< 1|
|Unemployed||Pacific Grove, CA||Apr 2009 - Oct 2009||< 1|
|John Hancock Financial Network||Pittsburgh, PA||Jul 2005 - Mar 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2005|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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