W Garner JefferyCRD Number: 3093031
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
W Garner Jeffery (CRD# 3093031) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mobile, AL and has over 19 years of experience in the finance industry.
Retirement Advisors, Inc.
Msi Financial Services, Inc.
Global Financial Private Capital, LLC
|Bank Of America, Na||Mobile, AL||Sep 2009 - Current||8|
|Merrill Lynch||Mobile, AL||Jun 1998 - Current||19|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Mobile, AL||Jun 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 1998|
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