Jonathan PellerCRD Number: 5933076
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jonathan Peller (CRD# 5933076) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Merrillville, IN and has over 4 years of experience in the finance industry.
Adducci Financial Services, Ltd.
Oneamerica Securities, Inc.
|Bank Of America, N.a.||Merrillville, IN||Oct 2013 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Merrillville, IN||May 2013 - Current||4|
|Wabash College||Crawfordsville, IN||Jun 2009 - May 2013||3|
|Valparaiso High School||Valparaiso, IN||Jun 2005 - Jun 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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