Jennifer Kapov, financial advisor Chicago IL

Jennifer Kapov

CRD Number: 6775220
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jennifer Kapov (CRD# 6775220) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Chicago, IL Sep 2018 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago, IL Jul 2018 - Current 2
Northwestern University Evanston, IL Sep 2014 - Jun 2018 3
Jiobit Chicago, IL Jun 2017 - Sep 2017 < 1
Northwestern University Evanston, IL Jun 2017 - Sep 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago, IL Mar 2017 - May 2017 < 1
London School Of Economics London, Jun 2016 - Jul 2016 < 1
Adlai E. Stevenson High School Lincolnshire, IL Jun 2010 - Sep 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Jennifer D. Kapov
Phone Number: 800-637-7455
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • 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, WY

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