Jill OttoCRD Number: 5802360
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jill Otto (CRD# 5802360) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has over 11 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Bank Of America, N.a.||Miami, FL||Nov 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Miami, FL||Oct 2019 - Current||3|
|Summer Wind Incorporated||Miami Beach, FL||May 2019 - Current||3|
|J.p Morgan Securities LLC||Miami, FL||Aug 2011 - Oct 2019||8|
|J.p Morgan Chase Bank||Miami, FL||Aug 2011 - Oct 2019||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
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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