John ZaissCRD Number: 1051987
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
John Zaiss (CRD# 1051987) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Whitefish, MT and has over 25 years of experience in the finance industry.
Stack Financial Management Inc.
State Farm Investment Management Corp.
|Bank Of America, N.a.||Kalispell, MT||Jan 2014 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Kalispell, MT||Aug 2011 - Current||5|
|Crescent Capital Management||Whitefish, MT||Oct 1994 - Aug 2011||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S65||NASAA Investment Advisors Law Examination||Jul 1991|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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