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||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Red Bank, NJ||Nov 2014 - Current||1|
|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|
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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.