John Rex, financial advisor New York NY

John Rex

CRD 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.

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Company Name Location Dates Years
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
Contact Info for John C. Rex
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • NY
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

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