Jonathan Pankow
CRD Number: 5897881Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jonathan Pankow (CRD# 5897881) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brentwood, TN and has over 12 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Chino Hills, CA | Apr 2015 - Current | 9 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chino Hills, CA | Apr 2015 - Current | 9 |
| Ameriprise Financial Services Inc. | Diamond Bar, CA | May 2014 - Apr 2015 | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - May 2014 | 1 |
| Christian Community Credit Union | San Dimas, CA | Sep 2004 - May 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- CA
- TN
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- 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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