Juan BustosCRD Number: 6410992
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Juan Bustos (CRD# 6410992) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 4 years of experience in the finance industry.
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Bank Of America, N.a.||Jacksonville, FL||May 2020 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Aug 2013 - Current||8|
|Bbva Compass||Jacksonville, FL||Jan 2013 - Aug 2013||< 1|
|The Csi Companies||Jacksonville, FL||Jan 2013 - Mar 2013||< 1|
|Unemployed||Jacksonville, FL||Jul 2012 - Jan 2013||< 1|
|Convergys||Jacksonville, FL||Mar 2011 - Jul 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
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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