Jean Wiegner, financial advisor Princeton NJ

Jean Wiegner

CRD Number: 718819
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jean Wiegner (CRD# 718819) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Princeton, NJ and has over 43 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Princeton, NJ May 2011 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton, NJ May 1978 - Current 45
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1981
Contact Info for Jean M. Wiegner
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • NJ
  • TX
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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