Jessica Smith, financial advisor Myrtle Beach SC

Jessica Smith

CRD Number: 7123071
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jessica Smith (CRD# 7123071) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Myrtle Beach, SC and has over 2 years of experience in the finance industry.

Similar Advisors
Tracy Abraham, financial advisor Myrtle Beach SC
Tracy M. Abraham
CRD# 2244945
Prudential Financial Planning Services
Similar Advisors
Miriam Arvizu, financial advisor Myrtle Beach SC
Miriam N. Arvizu
CRD# 6180176
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Steven Atkins, financial advisor Myrtle Beach SC
Steven K. Atkins
CRD# 1111093
Lpl Financial LLC
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Myrtle Beach, SC May 2019 - Current 3
Hgtc Foundation Myrtle Beach, SC Oct 2015 - Jun 2019 3
Summit Funding/gateway Mortgage Group Garden City, SC Jun 2012 - Sep 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Jessica A. Smith
Phone Number: 800-637-7455
Firm Website: http://www.ml.com
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.