Juan JassoCRD Number: 7457062
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Juan Jasso (CRD# 7457062) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL and has 1 year of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Rolling Meadows, IL||Sep 2021 - Current||< 1|
|Fifth Third Bank||Schaumburg, IL||Sep 2017 - Sep 2021||4|
|The Roomplace||Lombard, IL||Mar 2014 - Dec 2017||3|
|Glenbard North High School||Carol Stream, IL||Sep 2011 - Mar 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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