Jeremie Berrett, financial advisor The Woodlands TX
88 score

Jeremie Berrett

CRD Number: 6402096
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jeremie Berrett (CRD# 6402096) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Woodlands, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Magnolia, TX Dec 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith, Incorporated Magnolia, TX Sep 2014 - Current 2
Cody James Equipment Roberts, ID Jun 2013 - Sep 2014 1
My-t-brite Rigby, ID Nov 2012 - Jun 2013 < 1
Blue Stem Ranches Roberts, ID Oct 2012 - Nov 2012 < 1
Stoker Contracting Rigby, ID Jul 2012 - Oct 2012 < 1
Unemployed Idaho Falls, ID May 2012 - Jul 2012 < 1
Taylor Distributing Rigby, ID Oct 2008 - May 2012 3
My-t-brite Rigby, ID Apr 2007 - Oct 2008 1
Brigham Young University-idaho Rexburg, ID Jun 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Jeremie B. Berrett
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
88
Clean Record
This advisor has a clean track record with regulators.

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