Jeffrey Bousquet, financial advisor Lincoln RI
88 score

Jeffrey Bousquet

CRD Number: 6393124
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jeffrey Bousquet (CRD# 6393124) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln, RI Mar 2015 - Current 2
Securian Financial Services, Inc. St Paul, MN Sep 2014 - Feb 2015 < 1
Pioneer Financial Group Warwick, RI Sep 2014 - Feb 2015 < 1
Minnesota Life Insurance Company St Paul, MN Sep 2014 - Feb 2015 < 1
Securitas Security Services Usa, Contractor Emc Corporation Westborough, MA Jul 2014 - Sep 2014 < 1
Un-employeed Blackstone, MA Apr 2014 - Jul 2014 < 1
Bruno's Pizza And Catering Marlboro, MA Jan 2011 - Apr 2014 3
Securitas Security Services Usa, Contractor Emc Corporation Westborough, MA Nov 2007 - Jan 2011 3
Johnson And Wales University Providence, RI Sep 2006 - Nov 2010 4
Worcster State College Worcster, MA Sep 2008 - Dec 2008 < 1
Bon Appetite Contractor Cisco Corporation Boxboro, MA May 2008 - Aug 2008 < 1
Radisson Inn Hotel Restaurant Warwick, RI Mar 2008 - May 2008 < 1
Incorto Restaurant Franklin, MA Sep 2007 - Nov 2007 < 1
Sodexho, Contractor Emc Corporation Franklin, MA Jun 2006 - Aug 2007 1
Vintage Restaurant Woonsocket, RI May 2007 - Jul 2007 < 1
Cocke Kettle Restaurant Uxbridge, MA Sep 2006 - May 2007 < 1
Crystal Lake Golf Club Burriville, MA Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Jeffrey A. Bousquet
Phone Number: 800-637-7455
Registered State(s):
  • RI
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
88
Clean Record
This advisor has a clean track record with regulators.

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