Peter JarckCRD Number: 1991337
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Fxp Advisory Services
Jersey Shore Portfolio Management, LLC
Oceanic Capital Management LLC
|Bank Of America, N.a.||Red Bank, NJ||Mar 2015 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Red Bank, NJ||Nov 2014 - Current||3|
|Vandham Securities||Woodcliff Lakes, NJ||Aug 2014 - Current||3|
|Axiom Capital Management||New York, NY||Jun 2013 - Current||4|
|Unemployed||Rumson, NJ||Sep 2012 - Current||5|
|Barclays Capital Inc.||New York, NY||Sep 2008 - Current||9|
|Lehman Brothers||New York, NY||Feb 2001 - Current||17|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Sep 1989|
|S63||Uniform Securities State Law Examination||Nov 1989|
|S55||Equity Trader Exam (ET)||Oct 1998|
|S24||General Securities Principal Examination (GP)||Aug 2000|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- 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, WY
Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), a registered broker-dealer and member SIPC, and other subsidiaries of Bank of America Corporation (“BofA Corp.”). Merrill Lynch Life Agency Inc. (“MLLA”) is a licensed insurance agency and a wholly owned subsidiary of BofA Corp.
Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Are Not Deposits
Are Not Insured by Any Federal
Are Not a Condition to Any
Banking Service or Activity
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