Felicia Jones (CRD# 6450471) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Media, PA and has over 9 years of experience in the finance industry.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Media, PA | Aug 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Media, PA | Jul 2023 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Havertown, PA | Nov 2016 - Jul 2023 | 6 |
| Wells Fargo Bank, Na | Haveretown, PA | Nov 2011 - Jul 2023 | 11 |
| Wells Fargo Advisors, LLC | Havertown, PA | Feb 2015 - Nov 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- PA
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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