Jean-carlos Baez
CRD Number: 7140745Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jean-carlos Baez (CRD# 7140745) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 3 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Dynamic Wealth Partners, LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Jun 2019 - Current | 4 |
| Unemployed | San Juan, PR | May 2019 - Jun 2019 | < 1 |
| Walmart | San Juan, PR | Feb 2017 - May 2019 | 2 |
| University Of Puerto Rico Rio Piedras Campus | San Juan, PR | Jan 2015 - May 2019 | 4 |
| Mcdonalds | San Juan, PR | Feb 2014 - Feb 2017 | 3 |
| Unemployed | San Juan, PR | Dec 2014 - Jan 2015 | < 1 |
| Interamerican University Of Puerto Rico Cupey Campus | Cupey, PR | Jul 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2020 |
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CA
- TX
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Total Assets Under Management1,093,689MILLIONS
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Total Number of Accounts2,864,234ACCOUNTS
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Average Account Value$381,844
- 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 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
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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