Jose Alonso-PujolCRD Number: 5782418
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jose Alonso-Pujol (CRD# 5782418) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has over 8 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Bank Of America, N.a.||Miami, FL||Oct 2017 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Miami, FL||Oct 2017 - Current||5|
|Suntrust Bank, Inc.||Miami, FL||Feb 2017 - Oct 2017||< 1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Feb 2017 - Oct 2017||< 1|
|Suntrust Advisory Services, Inc.||Atlanta, GA||Feb 2017 - Oct 2017||< 1|
|J.p. Morgan Securities LLC||Miami Beach, FL||Oct 2012 - Feb 2017||4|
|Jpmorgan Chase Bank||Miami, FL||Apr 2010 - Feb 2017||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2016|
|S63||Uniform Securities State Law Examination||Aug 2014|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- 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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