Jared Busby, financial advisor Charlotte NC

Jared Busby

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jared Busby
Phone Number: 800-637-7455
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
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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