Jessica MorenoCRD Number: 7291778
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jessica Moreno (CRD# 7291778) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has 1 year of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Miami, FL||Feb 2021 - Current||1|
|Unemployed||Miami, FL||Aug 2020 - Jan 2021||< 1|
|Financial Designs, Inc.||Miami, FL||May 2020 - Aug 2020||< 1|
|Florida State University||Tallahassee, FL||Aug 2016 - May 2020||3|
|Gentrust, LLC||Miami, FL||May 2019 - Jul 2019||< 1|
|St. Brendan High School||Miami, FL||Aug 2012 - May 2016||3|
|Conchita Espinosa Academy||Miami, FL||Aug 2010 - Jun 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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