Andres Jurado, financial advisor Lincoln RI
90 score

Andres Jurado

CRD Number: 5976516
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Andres Jurado (CRD# 5976516) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Jacksonville, FL Nov 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Apr 2012 - Current 4
Unemployed Jacksonvile, FL Jan 2012 - Apr 2012 < 1
Edward Jones St Louis, MO Sep 2011 - Jan 2012 < 1
Synovus Bank Fernandina Beach, FL Jun 2011 - Jun 2011 < 1
Capital One Germantown, MD Jul 2010 - Apr 2011 < 1
Natura Cucuta, Jul 2009 - Jun 2010 < 1
Wachovia Jacksonville, FL Jul 2008 - Jul 2009 1
Hilton Garden Inn Pontevedra, FL Jan 2007 - Jul 2008 1
P&m Bogota, Jan 2005 - Jan 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Andres Jurado
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
90
Clean Record
This advisor has a clean track record with regulators.

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