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Jonathan Countess, financial advisor Hilo HI

Jonathan Countess

CRD Number: 1729107
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jonathan Countess (CRD# 1729107) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hilo, HI and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Hilo, HI Jul 2011 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilo, HI Jan 1995 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
S65 NASAA Investment Advisors Law Examination Mar 1995
Contact Info for Jonathan D. Countess
1437 Kilauea Ave, Hilo, HI 96720
Phone Number: 800-637-7455
Firm Website: http://www.merrilledge.com/guided-investing
Registered State(s):
  • HI
  • TX
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Current Firm Details
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm's CRD Number: 7691
One Bryant Park, New York, NY 10036
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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