Jay WeinerCRD Number: 3025166
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jay Weiner (CRD# 3025166) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 24 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lpl Financial LLC
Wells Fargo Advisors Financial Network, LLC
|Bank Of America, N.a.||Egg Harbor Township, NJ||Dec 2009 - Current||12|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Egg Harbor Township, NJ||Feb 1998 - Current||24|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
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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