Jordan Smith (CRD# 7096383) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 4 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Hunt Valley, MD | Nov 2020 - Current | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley, MD | Apr 2019 - Current | 5 |
Mariner Finance | Pikesville, MD | Aug 2018 - Apr 2019 | < 1 |
Ymca | Hanover, PA | Jun 2018 - Aug 2018 | < 1 |
York College Of Pa | York, PA | Aug 2014 - May 2018 | 3 |
Olive Garden | Hanover, PA | Jun 2015 - Apr 2018 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- MD
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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