Justin Mildrum, financial advisor Jacksonville FL
78 score

Justin Mildrum

CRD Number: 6033053
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Justin Mildrum (CRD# 6033053) 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.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Apr 2015 - Current 1
Bank Of America, N.a. Jacksonville, FL Apr 2015 - Current 1
Edward Jones St Louis, MO Oct 2014 - Jan 2015 < 1
Fidelity Brokerage Services, LLC Jacksonville, FL Feb 2012 - Oct 2014 2
Terminix International Jacksonville, FL Feb 2009 - Feb 2012 3
The Bolles School Jacksonville, FL Jan 2008 - Jan 2009 1
Marshall University Huntington, WV Aug 2008 - Dec 2008 < 1
Regional Acceptance Corporation Jacksonville, FL Jul 2007 - Jul 2008 1
Lowes Home Improvement Orange Park, FL Aug 2006 - Jul 2007 < 1
Jason's Deli Jacksonville, FL Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Nov 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Justin C. Mildrum
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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

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BADGES
78

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