John Ledford, financial advisor Dallas TX

John Ledford

CRD Number: 3108906
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

John Ledford (CRD# 3108906) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Dallas, TX Oct 2016 - Current 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas, TX Aug 2016 - Current 7
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Aug 2016 1
Morgan Stanley Smith Barney Dallas, TX Jun 2009 - Aug 2016 7
Morgan Stanley & Company Incorporated Dallas, TX Feb 2009 - Aug 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for John A. Ledford
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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