Jared Finkelstein, financial advisor Miami FL

Jared Finkelstein

CRD Number: 5420713
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jared Finkelstein (CRD# 5420713) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has over 16 years of experience in the finance industry. Jared Finkelstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bank Of America, N.a. New York, NY Jul 2014 - Current 9
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Jun 2014 - Current 9
J.p. Morgan Securities LLC New York, NY Jan 2011 - May 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Jared Finkelstein
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CT
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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

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