Jordan Grzesczyk, financial advisor Hartford CT
88 score

Jordan Grzesczyk

CRD Number: 6363978
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jordan Grzesczyk (CRD# 6363978) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hartford, CT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. Enfield, CT Oct 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Enfield, CT Jun 2014 - Current 2
University Of Connecticut Storrs, CT Aug 2010 - May 2014 3
Elite Property LLC Southington, CT May 2013 - Oct 2013 < 1
Lake Compounce Bristol, CT May 2013 - Aug 2013 < 1
Chilis Bar And Grill Bristol, CT May 2011 - Aug 2011 < 1
Southington Public Schools Southington, CT Jan 2004 - Aug 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Jordan E. Grzesczyk
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
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
88
Clean Record
This advisor has a clean track record with regulators.

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