Jordan MatsumotoCRD Number: 6571933
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jordan Matsumoto (CRD# 6571933) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Honolulu, HI and has over 3 years of experience in the finance industry.
Mission Financial Group, LLC
Ameriprise Financial Services, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Honolulu, HI||Feb 2016 - Current||5|
|Bank Of America, N.a.||Honolulu, HI||Feb 2016 - Current||5|
|University Of Hawaii At Manoa||Honolulu, HI||Aug 2013 - May 2016||2|
|Unemployed||Honolulu, HI||Dec 2015 - Feb 2016||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Honolulu, HI||Oct 2015 - Dec 2015||< 1|
|Unemployed||Honolulu, HI||Sep 2015 - Oct 2015||< 1|
|Genki Sushi||Honolulu, HI||Sep 2013 - Sep 2015||2|
|Unemployed||Honolulu, HI||Jun 2013 - Sep 2013||< 1|
|Macy's||Santa Clara, CA||Feb 2013 - Jun 2013||< 1|
|De Anza College||Santa Clara, CA||Sep 2012 - Jun 2013||< 1|
|Unemployed||Honolulu, HI||Aug 2012 - Feb 2013||< 1|
|Jamba Juice||Honolulu, HI||May 2012 - Aug 2012||< 1|
|Mid-pacific Institute||Honolulu, HI||Aug 2009 - May 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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