James ReevesCRD Number: 6018856
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
James Reeves (CRD# 6018856) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 2 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Bank Of America, N.a.||Jacksonville, FL||Aug 2015 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Jul 2015 - Current||1|
|Lord, Abbett & Company LLC||Jersey City, NJ||Jul 2014 - Jul 2015||1|
|St. John's University||New York, NY||Mar 2014 - Jul 2014||< 1|
|Bank Of America||New York, NY||Sep 2013 - Mar 2014||< 1|
|St. John's University||New York, NY||May 2013 - Sep 2013||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Baton Rouge, LA||Jan 2013 - May 2013||< 1|
|Louisiana State University||Baton Rouge, LA||Aug 2012 - Dec 2012||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Baton Rouge, LA||Jan 2012 - Aug 2012||< 1|
|Louisiana State University||Baton Rouge, LA||Aug 2009 - Jan 2012||2|
|Nova Southeastern University||Davie, FL||Aug 2008 - Aug 2009||1|
|Unemployed||Fort Myers, FL||Jun 2008 - Jul 2008||< 1|
|Bishop Verot High School||Fort Myers, FL||Jul 2004 - Jun 2008||3|
|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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