Jeffrey McIver, financial advisor San Bernardino CA
90 score

Jeffrey McIver

CRD Number: 5330456
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jeffrey McIver (CRD# 5330456) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Bernardino, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Murrieta, CA Jun 2014 - Current 2
Bank Of America N.a. Murrieta, CA Jun 2014 - Current 2
Lpl Financial LLC Irvine, CA Feb 2014 - Jun 2014 < 1
Tiderock Financial Aliso Viejo, CA Jan 2012 - Jan 2014 2
Neurology Medical Center Mission Viejo, CA Aug 2011 - Dec 2011 < 1
Self-employed Ladera Ranch, CA Feb 2010 - Aug 2011 1
Goldhirsh & Goldhirsh Irvine, CA Jan 2010 - Feb 2010 < 1
Reliance Capital Investments, LLC Irvine, CA Feb 2007 - Jan 2010 2
Varian, Inc. Lake Forest, CA Feb 2006 - Feb 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Jeffrey McIver
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • 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
90
Clean Record
This advisor has a clean track record with regulators.

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