John RexCRD Number: 7261015
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
John Rex (CRD# 7261015) 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.||Princeton, NJ||Nov 2021 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Princeton, NJ||Jul 2021 - Current||< 1|
|Bates College||Lewiston, ME||Sep 2020 - Jun 2021||< 1|
|Merrill Lynch||Princeton, NJ||Jun 2020 - Sep 2020||< 1|
|Unemployed||Lewiston, ME||Sep 2019 - Jun 2020||< 1|
|O's Bistro||Wolfeboro, NH||May 2019 - Aug 2019||< 1|
|Unemployed||Lewiston, ME||Sep 2018 - Jun 2019||< 1|
|Lydia's Cafe||Wolfeboro, NH||Jun 2018 - Sep 2018||< 1|
|Unemployed||Lewiston, ME||Sep 2017 - Jun 2018||< 1|
|Lydia's Cafe And Bailey's Bubble||Wolfeboro, NH||Jun 2017 - Sep 2017||< 1|
|Bailey's Bubble||Wolfeboro, NH||Jun 2015 - Sep 2017||2|
|Unemployed||Andover, MA||Sep 2016 - Jun 2017||< 1|
|Unemployed||Andover, MA||Sep 2015 - Jun 2016||< 1|
|Unemployed||Andover, MA||Jul 2011 - Sep 2015||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
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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