Jenna Brown, financial advisor Syracuse NY
90 score

Jenna Brown

CRD Number: 5361782
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jenna Brown (CRD# 5361782) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Syracuse, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Syracuse, NY Feb 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Syracuse, NY Sep 2014 - Current 2
Lpl Financial LLC Charlotte, NC Oct 2012 - Sep 2014 1
First Niagara Dewitt, NY Oct 2012 - Sep 2014 1
Axa Equitable Syracuse, NY Nov 2009 - Oct 2012 2
Columbian Financial Group Syracuse, NY Apr 2009 - Aug 2011 2
Columbia College Syracuse, NY Jan 2009 - Jun 2011 2
Massmutual Financial Group Syracuse, NY Apr 2009 - Nov 2010 1
Mml Investors Services Inc. Syracuse, NY Apr 2009 - Nov 2010 1
Massmutual Syracuse, NY Dec 2008 - Nov 2009 < 1
First Command Financial Planning Syracuse, NY May 2008 - Dec 2008 < 1
Lemoyne College Syracuse, NY Aug 2005 - Dec 2008 3
Panera Bread Dewitt, NY Jun 2007 - Apr 2008 < 1
First Command Financial Planning Syracuse, NY Apr 2007 - Dec 2007 < 1
Dunkin Donuts Manlius, NY Apr 2002 - May 2007 5
Panera Bread Syracuse, NY Jun 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Jenna A. Brown
Phone Number: 800-637-7455
Registered State(s):
  • CT
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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