Jodie Alvarez, financial advisor El Paso TX

Jodie Alvarez

CRD Number: 6244290
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jodie Alvarez (CRD# 6244290) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in El Paso, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso, TX Mar 2019 - Current 2
Bank Of America, N.a. El Paso, TX Mar 2019 - Current 2
Julie Jordan, New York Life El Paso, TX May 2018 - Mar 2019 < 1
Nylife Securities, LLC El Paso, TX Mar 2018 - Jul 2018 < 1
Children's Grief Center El Paso, TX Jul 2017 - May 2018 < 1
New York Life Insurance Company El Paso, TX Sep 2016 - Mar 2018 1
Dm Dickason El Paso, TX Mar 2016 - Jul 2016 < 1
Usaa Financial Planning Services Phoenix, AZ Jan 2014 - Mar 2016 2
Usaa Financial Advisors Inc. Phoenix, AZ Aug 2013 - Mar 2016 2
Usaa Phoenix, AZ Jan 2011 - Mar 2016 5
Usaa Property & Casualty Company Phoenix, AZ Jan 2011 - Jan 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Feb 2019
Contact Info for Jodie M. Alvarez
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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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