Jared BusbyCRD Number: 6997105
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jared Busby (CRD# 6997105) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 4 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Charlotte, NC||Aug 2019 - Current||3|
|The Vanguard Group, Inc.||Charlotte, NC||Aug 2018 - Aug 2019||1|
|College Of Charleston||Charleston, SC||Aug 2017 - Aug 2018||1|
|Clemson University||Clemson, SC||Aug 2013 - May 2017||3|
|Time Warner Cable||Herndon, VA||May 2016 - Aug 2016||< 1|
|Booz Allen Hamilton||Mclean, VA||May 2014 - Aug 2014||< 1|
|Village Sky, LLC||Ashburn, VA||May 2014 - Jun 2014||< 1|
|Vika, LLC||Mclean, VA||May 2013 - Aug 2013||< 1|
|Flint Hill School||Oakton, VA||Aug 2000 - Jun 2013||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2018|
|S66||NASAA Uniform Combined State Law Examination||Mar 2020|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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