Andrew Jarc, financial advisor Fort Mitchell KY
89 score

Andrew Jarc

CRD Number: 5999277
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Andrew Jarc (CRD# 5999277) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Mitchell, KY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Fort Mitchell, KY Jun 2014 - Current 2
Merrill Lynch, Pierce, Fenner And Smith Incorporated Fort Mitchell, KY Apr 2014 - Current 2
Axa Advisors, LLC New York, NY Jul 2013 - Apr 2014 < 1
Unemployed New York, NY May 2013 - Jul 2013 < 1
Ohio State University Columbus, OH Sep 2009 - May 2013 3
Northwestern Mutual Columbus, OH Dec 2011 - Oct 2012 < 1
Olympia Media Group Columbus, OH Aug 2010 - Jun 2012 1
Martin Public, LLC Columbus, OH Jun 2011 - Aug 2011 < 1
Harper's Point Raquet Club Cincinnati, OH Jun 2009 - Aug 2010 1
A-one Cincinnati, OH Jul 2007 - Aug 2009 2
Loveland High School Loveland, OH Jun 2003 - Jun 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Andrew D. Jarc
Phone Number: 800-637-7455
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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