Jonathan Barrera, financial advisor San Antonio TX
89 score

Jonathan Barrera

CRD Number: 6160502
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jonathan Barrera (CRD# 6160502) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. San Antonio, TX Feb 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio, TX Jan 2014 - Current 2
Unemployed San Antonio, TX Jun 2013 - Jan 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio, TX Jan 2013 - Jun 2013 < 1
Bank Of America San Antonio, TX Mar 2007 - Dec 2012 5
Ut San Antonio San Antonio, TX Jan 2006 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Jonathan Barrera
Phone Number: 800-637-7455
Registered State(s):
  • 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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