Jessica McMahonCRD Number: 5447328
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jessica McMahon (CRD# 5447328) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Beach Gardens, FL and has over 3 years of experience in the finance industry.
Castle Wealth Management
Castle Wealth Management
Financial Security Services, LLC
|Bank Of America, N.a.||Palm Beach Gardens, FL||Jan 2016 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Palm Beach Gardens, FL||Dec 2015 - Current||1|
|Jpmorgan Securities LLC||Palm Beach Gardens, FL||Apr 2014 - Dec 2015||1|
|Lpl Financial||Pittsfield, MA||Jun 2013 - Apr 2014||< 1|
|Greylock Financial Group||Pittsfield, MA||Jun 2013 - Apr 2014||< 1|
|Greylock Federal Credit Union||Pittsfield, MA||Jul 2012 - Apr 2014||1|
|Lpl Financial||Pittsfield, MA||Jul 2012 - Jun 2013||< 1|
|Portsmitt's Lakeway Restaurant||Pittsfield, MA||Sep 2010 - Mar 2013||2|
|Massachusetts College Of Liberal Arts||North Adams, MA||Jan 2011 - May 2012||1|
|Berkshire Community College||Pittsfield, MA||Sep 2009 - Dec 2010||1|
|Compassionate Care Home Health||North Adams, MA||Jul 2009 - Sep 2010||1|
|Unemployed||Pittsfield, MA||Apr 2009 - Jun 2009||< 1|
|Aaronson And Associates||Pittsfield, MA||May 2009 - May 2009||< 1|
|Indian River Community College||Stuart, FL||Aug 2008 - May 2009||< 1|
|Berkshire Community College||Pittsfield, MA||Sep 2006 - May 2009||2|
|Davis Wealth Management Group||Stuart, FL||Oct 2007 - Apr 2009||1|
|Mutual Service Corporation||Stuart, FL||Oct 2007 - Apr 2009||1|
|Berkshire Home Care||Lee, MA||Apr 2007 - Sep 2007||< 1|
|Subway||Pittsfield, MA||May 2006 - Apr 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
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