Jonathan PanigelCRD Number: 7406665
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jonathan Panigel (CRD# 7406665) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toms River, NJ and has 1 year of experience in the finance industry.
Main Street Financial Solutions, LLC
Prudential Financial Planning Services
Ades Wealth Management Inc.
|Bank Of America, N.a.||Toms River, NJ||Aug 2022 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Toms River, NJ||Jun 2021 - Current||2|
|Unemployed||Brooklyn, NY||Feb 2021 - Jul 2021||< 1|
|Eastman Footwear||New York, NY||Apr 2020 - Jul 2021||1|
|Education At Yeshivat Meyan Hatalmud||Lakewood, NY||Oct 2019 - Apr 2020||< 1|
|High Tech Supply||Brooklyn, NY||Feb 2019 - Oct 2019||< 1|
|Unemployed||Brooklyn, NY||Nov 1997 - Feb 2019||21|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2022|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, WY
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