Jared Yule, financial advisor Orlando FL

Jared Yule

CRD Number: 7110359
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jared Yule (CRD# 7110359) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando, FL Apr 2019 - Current 5
Bank Of America, N.a. Orlando, FL Apr 2019 - Current 5
Hubstar Inc. Austin, TX May 2015 - Apr 2019 3
The Daily Number Inc. Austin, TX May 2015 - Apr 2019 3
Opici Family Distributing Lake Park, FL Jan 2018 - Nov 2018 < 1
Total Wine & More Orlando, FL Nov 2016 - Jan 2018 1
Coldwell Banker Winter Park, FL May 2013 - Jun 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Jared Yule
Phone Number: 800-637-7455
Registered State(s):
  • FL
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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