Robert Jaouen, financial advisor Pennington NJ
93 score

Robert Jaouen

CRD Number: 5466976
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Robert Jaouen (CRD# 5466976) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a Pennington, NJ Mar 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Feb 2013 - Current 3
Wells Fargo Advisors LLC New York, NY Apr 2011 - Feb 2013 1
Dunb Linn Square Pub Group Bordentown, NJ Feb 2012 - Jan 2013 < 1
Wells Fargo Advisors New York, NY Apr 2011 - Feb 2012 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hopewell, NJ Aug 2010 - Apr 2011 < 1
Bank Of America,na Pennington, NJ Aug 2010 - Apr 2011 < 1
Northeast Securities Inc. New York, NY Dec 2009 - Aug 2010 < 1
Pf Chang's China Bistro Freehold, NJ Feb 2009 - Apr 2010 1
Raymond James Financial Services Princeton Junction, NJ Oct 2008 - Nov 2009 1
Ed - O Insulation Trenton, NJ May 2008 - Sep 2009 1
Rider University Lawrenceville, NJ Sep 2006 - May 2008 1
Villaggio Iccara Yardville, NJ Sep 2003 - Apr 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2009
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Robert Jaouen
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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