Jeffery Wood, financial advisor Saginaw MI
89 score

Jeffery Wood

CRD Number: 6031148
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jeffery Wood (CRD# 6031148) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saginaw, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Saginaw, MI Jun 2014 - Current 2
Merrill Lynch, Pierce, Fenner And Smith Incorporated Saginaw, MI Oct 2013 - Current 3
Unemployed Mt. Pleasant, MI Dec 2012 - Oct 2013 < 1
Northwestern Mutual Mt. Pleasant, MI Jan 2012 - Dec 2012 < 1
Unemployed Mt. Pleasant, MI May 2011 - Jan 2012 < 1
Walmart Cadillac, MI May 2009 - May 2011 2
Unemployed Marion, MI Nov 1989 - May 2009 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Jeffery J. Wood
Phone Number: 800-637-7455
Registered State(s):
  • MI
  • TX
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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