John Somerville
CRD Number: 7132813Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
John Somerville (CRD# 7132813) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 2 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Newport Beach, CA | Jun 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach, CA | May 2023 - Current | < 1 |
| Goldman Sachs Ayco | Irvine, CA | Sep 2021 - May 2023 | 1 |
| Aig | Woodland Hills, CA | Sep 2020 - Sep 2021 | 1 |
| Unemployed | Ventura, CA | May 2020 - Sep 2020 | < 1 |
| California State University, Long Beach | Long Beach, CA | Aug 2018 - May 2020 | 1 |
| Lpl Financial | Ventura, CA | Jun 2019 - Nov 2019 | < 1 |
| Meathead Movers | Oxnard, CA | Jun 2019 - Sep 2019 | < 1 |
| Ventura College | Ventura, CA | Aug 2013 - May 2018 | 4 |
| In-n-out Burger | Oxnard, CA | Jan 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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