Jessie ChippsCRD Number: 6253563
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jessie Chipps (CRD# 6253563) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has 1 year of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Bank Of America N.a.||Encino, CA||Nov 2014 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Encino, CA||Aug 2014 - Current||2|
|Unemployed||Portland, OR||Jun 2014 - Aug 2014||< 1|
|Ada Collection||Portland, OR||Oct 2013 - Jun 2014||< 1|
|Boly:welch||Portland, OR||May 2013 - Oct 2013||< 1|
|Lewis & Clark College: Alumni||Portland, OR||Jun 2013 - Aug 2013||< 1|
|Lewis & Clark College: Institutional Research||Portland, OR||Jun 2012 - May 2013||< 1|
|Lewis & Clark College||Portland, OR||Aug 2009 - May 2013||3|
|Lewis & Clark College: Alumni||Portland, OR||Jun 2012 - Aug 2012||< 1|
|Unemployed||Sherman Oaks, CA||May 2009 - Aug 2009||< 1|
|Oakwood School||North Hollywood, CA||Aug 2003 - Aug 2009||6|
|Metric Products Inc.||Culver City, CA||Jun 2007 - Aug 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
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