Peter Jarck, financial advisor Red Bank NJ
98 score

Peter Jarck

CRD Number: 1991337
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Peter Jarck (CRD# 1991337) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Red Bank, NJ and has over 26 years of experience in the finance industry.
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Company Name Location Dates Years
Bank Of America, N.a. Red Bank, NJ Mar 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank, NJ Nov 2014 - Current 2
Vandham Securities Woodcliff Lakes, NJ Aug 2014 - Current 2
Axiom Capital Management New York, NY Jun 2013 - Current 3
Unemployed Rumson, NJ Sep 2012 - Current 4
Barclays Capital Inc. New York, NY Sep 2008 - Current 8
Lehman Brothers New York, NY Feb 2001 - Current 15
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
Contact Info for Peter C. Jarck
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

Firm Disclaimer:

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

Government Agency

Are Not a Condition to Any

Banking Service or Activity

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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