Jeffrey KinneyCRD Number: 6192911
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jeffrey Kinney (CRD# 6192911) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Germantown, TN and has over 2 years of experience in the finance industry.
Delta Asset Management, LLC
Wells Fargo Advisors, LLC
Ameriprise Financial Services, Inc.
|Bank Of America, N.a.||Germantown, TN||Nov 2014 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Germantown, TN||Apr 2013 - Current||4|
|Union University||Germantown, TN||Jan 2010 - Jul 2013||3|
|Esi, Inc.||Memphis, TN||Oct 2009 - Sep 2012||2|
|Unemployed||Eads, TN||Jun 2009 - Oct 2009||< 1|
|Mississippi State University||Starkville, MS||Jun 2007 - May 2009||1|
|Christian Brothers University||Memphis, TN||Jan 2006 - May 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
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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