Jared AndersonCRD Number: 6560763
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jared Anderson (CRD# 6560763) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|Bank Of America, N.a.||Destin, FL||Dec 2021 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Destin, FL||Sep 2021 - Current||< 1|
|Regatta Bay Golf And Yacht Club||Niceville, FL||Jan 2021 - Aug 2021||< 1|
|Florida State University||Tallahassee, FL||May 2019 - Dec 2020||1|
|Tallahassee Community College||Tallahassee, FL||Aug 2017 - May 2019||1|
|Pelican Beach Resort||Destin, FL||May 2017 - Aug 2018||1|
|Mass Mutual||Destin, FL||Aug 2016 - May 2017||< 1|
|Metlife||Destin, FL||Jan 2016 - Jul 2016||< 1|
|Wine Bar||Destin, FL||Jun 2015 - Dec 2015||< 1|
|Niceville High School||Niceville, FL||Oct 2011 - May 2015||3|
|Craft Bar||Destin, FL||Jun 2014 - Aug 2014||< 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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